[TOP STORY] Consumers steadier day to day, but still wary of the future

‘I think the biggest thing to unlock right now is that credit vehicle that will support independent transmission projects’ – Seithati Bolipombo from alternative energy company Mulilo.

Faheema Adia from Momentum Securities on Telkom’s upbeat update – and whether the telecoms sector still has room to run. Seithati Bolipombo of Mulilo on what lies ahead for South Africa’s renewables as they move from backup solution to the backbone of the energy mix. 10X Investments’s Caroline Naylor-Renn with…

Nick Kunze from Sanlam Private Wealth on January’s steadier US inflation print, what the earnings season is revealing, and how Cell C’s maiden results stack up. Dr Frank Magwegwe from Nedbank weighs in as local consumers show tentative financial improvement, even as confidence remains fragile. Kristof Kruger from Prescient Securities…

Keith McLachlan of Element Investment Managers considers Anthropic’s new Claude Opus 4.6 tool for forecasting free cash flows and then discounting them back to a present value.

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – are drinkers buying less beer or just paying more for it? Keith McLachlan from Element Investment Managers explains how AI can now build robust discounted cash-flow models, what a DCF actually is, and how investors use it. Simon weighs…