[TOP STORY] Big Tech titans still vulnerable to macroeconomic turmoil

Kuseni Dlamini, president of the American Chamber of Commerce in SA, shares why Team SA needs delivery, not slogans, at Davos.

Kea Nonyana from PrimeXBT on Trump’s first year of his second term, with global markets trading near all-time highs – are investors underpricing the risks? Kuseni Dlamini, president of the American Chamber of Commerce in SA, on why Team SA needs delivery, not slogans, at Davos. Risenga Maluleke, Statistician-General, unpacks…

Big tech is going to move from very comfortable, lazy net-cash balance sheets to net-debt balance sheets, cautions Keith McLachlan of Element Investment Managers.

Nick Kunze of Sanlam Private Wealth unpacks Trump’s latest tariff salvo and why investors disliked Richemont’s update. Keith McLachlan from Element Investment Managers explains how AI hyperscalers are shifting from asset-light models to heavy capital spending. Absa CIB’s Craig Brewer on the gold price finding a floor, and why copper…

‘Tomorrow's mines depend on exploration today, and that hasn't been happening’ – KPMG Lead Economist Frank Blackmore.