5 May - May kicks off with horrific PMI numbers and could property stocks lose their REIT status

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.

Petri Redelinghuys of Herenya Capital Advisors unpacks silver’s sharp rally – what’s driving it, and whether investors are better off owning the metal or the miners. KPMG SA’s Frank Blackmore on the untapped potential of South Africa’s mining sector. Simon on why Donald Trump’s calls to push Jerome Powell aside…

'At the end of the day, what we want to do is create employment and ensure that South Africans have a better place to live’ – Rudi Dicks, Presidency’s Project Management Office.