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Aroni Chaudhuri from Coface Africa fleshes out how a weaker US currency impacts emerging markets like SA.

Zimele Mbanjwa from FNB Wealth and Investments on strong Super Group results that pushed the share price higher in a sea of red. Adrian Macartney, CFO of Aveng, as the group swings back to profit and reins in its two troubled projects. Coface's Aroni Chaudhuri on the US dollar outlook – is further weakness on the cards, and what it could mean for the local economy?

‘That would give a great message to savers and investors and encourage them to save more for themselves' says etfSA's Nerina Visser.

Gary Booysen from Rand Swiss unpacks Sasol's results and weighs up whether the value case still stacks up, or if better opportunities lie offshore. Nerina Visser from ETFsa on the odds of higher Regulation 28 thresholds or an increase in tax-free investment limits in Wednesday's budget.  Warren Buys from Private Client Holdings talks cutting through market noise and positioning for the long-term structural AI trade.

Jason Swartz of OMIG reflects on the positive 2025 developments and considers looming political challenges ‘more as noise than a significant risk'.

Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real market risk. Shannon Friedman, CEO of VAT Modernisation SA, outlines what it will take to overhaul South Africa's Vat system.

Agbiz chief economist Wandile Sihlobo looks at the China-Africa Framework agreement and how our meat, grain and wine industries stand to benefit if we are able to secure better tariff levels there.

Kieran Witthuhn from Anchor Capital breaks down Gold Fields's results – a strong dividend and solid performance – and where he'd be putting new money now. Wandile Sihlobo, chief economist at the Agricultural Business Chamber of South Africa, on a potential tariff deal with China, the latest on foot and mouth disease, and current crop conditions. Simon weighs up the ‘wash sale' tactic to avoid CGT – selling in late February and buying back in March to use the R40 000 exemption – and why caution is key.

CEO Cobus Loots unpacks the company's stellar H1 financial results and future growth plans.

Independent analyst Jimmy Moyaha unpacks a strong Grindrod update alongside a softer set of numbers from Sibanye-Stillwater, as the group writes down the Keliber lithium project again. Cobus Loots, CEO of Pan African Resources, on record-setting results – even as all-in-sustained-costs come in well above guidance. Dr Andrew Golding, chief executive of Pam Golding Property Group, on next week's budget and what it could mean for house prices.

Colin Timmis from Xero considers the emotional drain in running an SA SME during tax season.

Chantal Marx of FNB Wealth & Investments unpacks BHP's half-year numbers and what's behind Afrimat's latest update. Tinus Rautenbach of Clarity by Investec on the new wave of increasingly sophisticated investment scams. Xero's Colin Timmis on the emotional toll of running an SME – and why the pressure goes beyond the balance sheet.

‘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 the latest on two-pot withdrawals, and Treasury's plans to introduce auto-enrolment for pension funds across the workforce.

Nedbank Executive for Financial Wellness and Advisory Dr Frank Magwegwe reports an overall improvement in working South Africans' financial health for a third consecutive year.

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 on how the bond market responded to last week's Sona.

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 in on the recent sell-off in Software-as-a-Service stocks – is it just the vibe shifting, or a sign of a maturing sector?

Citadel chief economist Maarten Ackerman questions the trend's sustainability but notes the differences between emerging markets.

Kea Nonyana from PrimeXBT on Capitec's trading update, falling US unemployment, and claims from US Treasury Secretary Scott Bessent that Chinese speculators are manipulating gold. Maarten Ackerman from Citadel on AI-fuelled US growth and why 2026 could still prove fragile. Willem le Roux of Sanlam Investments Multi-Manager on whether the Sarb can hit a 3% inflation target in 2026.

Lané Klopper, consumer panel services lead at NIQ SA, shares how consumers are adapting to economic pressures in the FMCG sector.

Zimele Mbanjwa from FNB Wealth and Investments unpacks Pick n Pay's weak update and asks whether the problem is the sector or the stock. Lané Klopper from NIQ South Africa on how consumers are rewriting the rules for FMCG in 2026. Josh Kotlowitz from Future Forex explains why investing offshore isn't about patriotism or optimism – it's simply sound risk management.

PJ Veldhuizen from Gillan and Veldhuizen Inc explains how small and medium enterprises can thrive through strategic partnerships.

Jimmy Moyaha, independent analyst, unpacks booming profits at Northam Platinum and DRDGold as higher metal prices feed through to the bottom line. Sarah Nicholson from JustMoney talks love and money ahead of Valentine's Day. PJ Veldhuizen, MD at Gillan & Veldhuizen Inc, on the surge in SME M&A activity and how business owners can separate calculated risks from reckless bets.

Naked's Ernest North discusses the hidden costs of car accidents and why your vehicle might be declared a write-off.

Petri Redelinghuys from Herenya Capital Advisors on where he sees the best opportunities as crypto, big tech and commodities all retreat. Wiehann Olivier from Forvis Mazars on stablecoins, the rand, and the opportunity slipping away without clear regulation. Ernest North, co-founder of Naked, unpacks how car-insurance write-offs really work.

Dominic Sewela, group CEO of Barloworld, explains why delisting enables patient capital, sharper focus and long-term value creation in a cyclical, commodity-linked business.

Gary Booysen from Rand Swiss on Disney's new CEO – can the magic return? Plus, a closer look at Boxer's second-half slowdown and whether it's cause for concern. Dominic Sewela, Group CEO of Barloworld, on life after delisting and just how much the share price shaped decisions while listed. Simon's reminder as tax year-end approaches: act now, or risk leaving money on the table.

Investec Wealth and Investment International strategist Osagyefo Mazwai unpacks how weak GDP growth hollowed out job creation, deepened youth unemployment, and why education reform is critical to future labour market recovery.

Kea Nonyana from PrimeXBT on Sappi's well-received results and Vodacom's latest trading update. Donald MacKay from XA Global Trade Advisors on the Agoa renewal and what it means for South Africa amid Trump's tariffs. Osagyefo Mazwai from Investec on the job losses after a decade of weak economic growth.

Jameel Khan, co-founder of The Unconventional CA, questions governance, accountability and whether a centralised transformation fund can effectively support South Africa's diverse SME sector.

Chantal Marx from FNB Wealth and Investments on Super Group's update – what remains after the Australia exit and where value could still lie. Henk Kotze from Prescient Investment Management on their actively managed income ETF crossing a milestone to become SA's largest. Jameel Khan, co-founder of Unconventional CA, on the proposed Transformation Fund, questioning both its objectives and its ability to deliver.

Casey Sprake, market strategist at AG Capital, explains why oil quality matters as much as volume, how heavy crude shortages are tightening markets, and how shadow fleets enable sanctioned oil to keep moving globally.

Independent analyst Jimmy Moyaha on the Shoprite update and whether the gold selloff has run its course. Casey Sprake from AG Capital on Venezuelan heavy sour crude – and how shadow fleets keep illicit oil flowing. Buyi Mafoko, founder of Africa on Luxury, on how Africa's luxury market is being reshaped.

David Fraser of Peregrine Capital believes that SA's exposure to both gold and the PGM basket is going to provide ‘a great tailwind for next year'.

Nick Kunze from Sanlam Private Wealth on the Trump nominee for Fed chair and the commodity rout. David Fraser, chair of Peregrine Capital, on the outlook for SA Inc, and what it means for local shares and bonds. Darren Hele, CEO of Famous Brands, unpacks the mechanics behind the group's newly announced share buy-back.

With gold above $5000, Krishan Gopaul, market strategist at the World Gold Council, explains what's driving record demand, renewed ETF inflows, cautious central banks and why investor momentum remains a powerful force.

Schalk Louw from PSG Old Oak weighs in on the Woolies update and why commodities are starting to trade like meme stocks – with copper, silver, gold, PGMs and aluminium all running hard. Krishan GoPaul of the World Gold Council unpacks the 2025 gold report, as record highs stack up and ETFs add more than 800 tonnes. Simon reflects on the value of patience, and letting your portfolio naturally rebalance itself

James Bennett, from Anchor, on why it's sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble.

Lonwabo Maqubela of Perpetua Investment Managers unpacks the rally in PGMs since mid-2025 and asks whether fundamentals are finally driving prices higher. James Bennett, global equity analyst at Anchor, on why it's sometimes prudent to admit uncertainty – particularly when weighing up whether AI enthusiasm is innovation or a bubble. Atelisha Harilal from STADIO on what today's students really expect from tertiary institutions, beyond glossy prospectuses.

‘We're still trying to negotiate that deal with Trump and along the way we keep doing things to antagonise the Americans ... so in this kind of world we're going to have to box clever' – Izak Odendaal, Old Mutual.

Zimele Mbanjwa from FNB Wealth and Investments unpacks a robust Lewis trading update and what it signals for the consumer. Izak Odendaal from Old Mutual on why Greenland still matters for global risk – even with Trump no longer planning a seizure. BetterBond's Bradd Bendall looks at the housing market as borrowers contemplate another potential rate cut on Thursday.