[TOP STORY] The GNU’s fiscal consolidation challenges

‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest’ – John Morris, Bank of America SA strategist.

Nick Kunze from Sanlam Private Wealth unpacks Vukile’s aggressive push into Spain and what oil and global markets are signalling amid attacks on Iran. Professor Adrian Saville from GIBS weighs in as Trump steps into another conflict, even as efforts to end the Ukraine and Gaza wars stall. John Morris…

Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains…

Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.

‘We have certainly been able to take advantage of the good conditions we have had on the SA vehicle side’ – CEO Ockert Janse van Rensburg.