10 November - Vaccine news lifts markets, Raubex results and business confidence

RMB's Matete Thulare asks how low the rand could go in the month ahead of the elections. Careen Mckinon from ooba Home Loans discusses the growing popularity of multi-generational living. Matthew Besanko from PwC South Africa on taxing e-commerce transactions across the continent.

Luigi Marinus of PPS Investments offers perspectives on a delayed Fed rate cut, big tech, outperforming DMs, financials under pressure, bonds’ day in the sun and opportunities in China.

Kea Molefe from Trive South Africa on the Capitec results the market loved and the Sasol update which it hated. PPS Investments's Luigi Marinus talks trends from the first quarter and whether he expects them to continue in 2024. Dany Mawas, CEO of Finalto South Africa, stresses the necessity of…

The socialist market economy’s stocks will never reach the valuations you see in US tech stocks: Simon Fillmore – CIO, Independent Securities.

Anchor's Keiran Witthuhn on US reporting season; Netflix and ASML, the shovel sellers in the AI race. Simon Fillmore from Independent Securities makes the case for Chinese investments. KPMG's Auguste Claude-Nguetsop unpacks their inaugural Southern Africa Banking Survey.