[TOP STORY] Are SA assets on the brink of a rerating?

‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial…

‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warranted or not’ – Anthea Gardner, Cartesian Capital.

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make the cut? Anthea Gardner from Cartesian Capital explores the price of fear and what it reveals about…

In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.