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Miyelani Maluleke discusses stronger GDP projections and what the data reveals about US tariff pressures.

Jimmy Moyaha breaks down AlexForbes's results and the reassuring Hyprop update. Absa CIB's Miyelani Maluleke discusses stronger GDP projections and what the data reveals about US tariff pressures. Conway Williams from Prescient Investment Management on infrastructure's central role in growth and the R15 billion bond aiming to unlock momentum.

‘Having access to energy and electricity really does drive economic growth, and it's key to make sure you have a reliable supply' – Dr Ross Compton from Energy Alliance.

Nick Kunze from Sanlam Private Wealth on where SA Inc stocks offer real opportunity – and whether copper and silver still count as the ‘cheaper' commodities to watch. Bianca Botes from Citadel on the Rand's recent strength and what could drive the currency into the first quarter of 2026. Dr Ross Compton from the EnerGeo Alliance on South Africa's oil and gas potential – and what the country must get right to unlock it.

CEO Sean Walsh shares the group's 2026 plans for capital expenditure and storage capacity growth.

Schalk Louw from PSG Old Oak breaks down Tsogo Sun's tough numbers, the Cell C listing, and why Nampak's turnaround is finally gathering traction. KAL Group CEO Sean Walsh unpacks results that show a sharply improved second half, with debt now at its lowest level in fifteen years. Simon reflects on 25 years of ETFs on the JSE – how the market evolved, what worked, and what the next decade could look like.

GM Andy Ridge looks back on record sales and delivery performance during Shoprite's early Black Friday promotion.

Independent analyst Shaun Dendere on Tiger Brands's strong results as the turnaround gains pace. Andy Ridge from Shoprite Group on a record Black Friday weekend ahead of the official day on Friday. Albert Oosthuysen, CEO of Net Nine Nine, on how expensive mobile data and limited broadband access continue to constrain South Africa's growth potential.

Kurhula Baloyi, founder of Sum1 Investments, describes an innovative financing model – and even the idea of a future township stock exchange.

Chantal Marx on Pepkor on strong results as the lending book grew and the market loved the Zeda numbers Jeffrey Wapnick Octodec CEO on results as occupancies improv across the board Kurhula Baloyi founder Sum1 investments on their asset-financing model that enables stokvels to invest into township small businesses

‘At this point … we have to lean quite heavily on our momentum indicators, liquidity indicators': Peter van der Ross – STANLIB Asset Management.

Independent analyst Jimmy Moyaha unpacks Prosus's swing to positive cash flow. Invicta CEO Steven Joffe on a cleaner balance sheet and how mining activity is lifting capital-equipment demand. STANLIB's Peter van der Ross on markets taking flight even as global economies lose momentum.

Maarten Ackerman from Citadel notes that ‘it seems the world will probably muddle through' while ‘we are seeing some of the policy reforms starting to show results.

Nick Kunze from Sanlam Private Wealth unpacks CellC's IPO pricing, Spar's latest trading update and whether US markets are flashing signs of nerves. Maarten Ackerman from Citadel explains why the global economy is proving far more resilient than many expected. Robert Leibbrandt on how South Africans who've worked in the UK may be eligible for a UK pension.

Mark Phillips from PPS Investments plumbs the depths of investor behaviour, discipline, emotional Intelligence and scenario planning.

Schalk Louw from PSG Old Oak unpacks the latest numbers from Lewis, Mr Price and Reunert. Mark Phillips from PPS Investments looks at how disciplined processes help us manage emotional reactions in volatile markets. Simon weighs in on the Nvidia-led AI bubble – how stretched it's become, and whether investors should start worrying.

‘I do think that an Nvidia miss in a quarter could honestly send this AI trade tumbling and the entire stock market with it' – Kieran Witthuhn, Anchor Capital.

Kieran Witthuhn from Anchor unpacks Nvidia's hotly awaited results released after the US close on Wednesday. Investec's Tertia Jacobs breaks down October inflation, which hit a thirteen-month high at 3.6%, ahead of today's MPC call. And Jono Bowling from Standard Bank Group explains their new AI-driven structured product.

Ndivhuho Netshitenzhe from STANLIB expounds on inflation – its measurement, impact, global implications and how it affects South Africans and the economy.

Chantal Marx from FNB Wealth and Investments breaks down Coronation's numbers, boosted by the Sars victory already baked into the base. Ndivhuho Netshitenzhe of STANLIB Asset Management explains how inflation is measured — and why it rarely matches what we feel in our own pockets. PwC's Elle-Sarah Rossato unpacks the fast-evolving shifts reshaping South Africa's tax landscape.

‘The past two years were all about the turnaround journey after that awful set of events in 2023 with load shedding and bird flu' – CEO Gary Arnold.

Faheema Adia from Momentum Securities on WeBuyCars's milestone month with over 16 000 sales. Gary Arnold, CEO of Astral, on a stronger second half and a robust dividend. Wiehann Olivier from Forvis Mazars on why crypto assets remain a challenge under CIS rules.

Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what's driving local exchange performance.

Independent analyst Jimmy Moyaha unpacks SA's sovereign credit upgrade from S&P and what a positive outlook really signals. Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what's driving local exchange performance. Marriott's Scott Cooper explains how they're positioning portfolios.

With the company's annual results, CEO Charles Savage reflects on its record growth, innovative products and ambitious goals for the future.

Gary Booysen from Rand Swiss on the JSE's record run and a sub-R17 – are these calm waters or is he spotting pockets of value? Charles Savage, CEO of Purple Group, on robust results and the momentum behind the growth flywheel. Simon unpacks the idea of a primary surplus, what it means and why it matters for South Africa's fiscal path.

‘It's an exciting time for us at Morningstar South Africa, as we've initiated analyst coverage on a few South African funds for the first time' – Michael Dodd, Senior Fund Analyst, Morningstar Investment Management.

Shaun Dendere, independent analyst, on Woolworths's latest update, Gold Fields's refreshed dividend policy and the rand's boost after the shift in SA's inflation target. Michael Dodd from Morningstar Investment Management on how new South African asset managers fare under the Morningstar Medalist Rating.

'When you buy one of these stocks, you're not just buying a single company; you're buying an entire ecosystem of other companies' – Sean Kelly, Parity Wealth Managers.

Chantal Marx from FNB Wealth & Investment on Stor-Age's results, trading around NAV with a somewhat underwhelming performance. Kobus Gertenbach, CEO of Premier Group, on a strong set of numbers driven by meaningful operational efficiencies. Sean Kelly from Parity Wealth Managers on the shift from Mag7 to Mag70 – and what this ever-expanding list is telling us.

Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.'

Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the next big cue simply Nvidia's results next Wednesday? Ian Anderson from Merchant West Investments on another excellent year for local Reits. Louw van Reenen of Beefmaster Group on why access to Asian markets is key for South Africa's beef industry – and how opening these channels could reshape demand.

Vishal Rama of Prescient Investment Management considers SA's rising debt load and how realistic fiscal consolidation looks from here.

TFG's results, the JSE's reporting shake-up.

CEO Steve Binnie shares year-end results with key insights into revenue declines, tariffs and market strategies.

Pooja Tanna from Perpetua Investment Managers unpacks the FOMC – who sits around the table, how they're selected, and why the process matters for markets. Sappi CEO Steve Binnie on the full-year numbers: profit softer and debt higher, but a clearer line of sight to better trading conditions ahead. And Simon's take on the two Michael Burry shorts rattling sentiment.

‘We haven't had any kind of significant scientific advantage from AI at the moment,' comments Vic Govender from Rand Swiss.

Kea Nonyana from PrimeXBT on Blu Label's plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and their continued data centre buildout to power AI growth. Trinisha Chanka from Ninety One as they ready two new actively managed income ETFs for listing.

Citadel's Maarten Ackerman asserts, ‘We will really solve the budget issues if we can get growth closer to 2.5%'.

Sithembile Bopela from FNB Wealth and Investments on Optasia's muted debut – is there real value emerging? Citadel's Maarten Ackerman on what to expect from the MTBPS: inflation targeting, revenue trends, and GNU alignment. Future Forex CEO Harry Scherzer warns that post-grey-list, FX transactions face tighter scrutiny.

Absa CIB's Sello Sekele reflects on SA's manufacturing sector slipping back into contraction after briefly climbing above 50 in September.

Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB's Sello Sekele on the October PMI, which slipped back into contraction after briefly climbing above 50 in September.