Market Watcher: Breaking highs and lows

This evening, we unpack the latest market movements with Otto1890, examine the 2026 Medium-Term Budget Policy Statement with National Treasury, discuss higher tax revenue collections with Sars, review Famous Brands’ interim results, explore where shares are delivering stronger returns with Allan Gray, and we speak to Michelle David of Deneys…

David Shapiro of Otto1890 unpacks the MTBPS fuel relief measures, cost-of-living protests in the eurozone, US markets and AI spending. He also discusses rising oil prices and inflation risks amid Gulf tensions. Finally, he looks at JSE movers, including Canal+, Prosus, Remgro, Spar and Sasol.

Enoch Godogwana – Minister of Finance

Dr Johnstone Makhubu – Sars Commissioner

Darren Hele – CEO, Famous Brands