In this case the credit provider holds a member's retirement fund as collateral against the advance: Tebogo Mphafudi – Momentum Corporate.

Alex Duys of Umthombo Wealth shares insights on how the market reacted differently to City Lodge's results, which were not well-received, compared to the positive response to the Dis-Chem update. Tebogo Mphafudi from Momentum Corporate talks about pension-backed home loans. Tafadzwa Chibanguza of Seifsa discusses the 2024 outlook for the South African Metals & Engineering sector.

Fred Razak from CMTrading examines the global perception of SA leading to the May elections.

Faheema Adia of Momentum Securities discusses Pick n Pay's market update and the market's reaction to the budget. Fred Razak from CMTrading examines the global perception of South Africa leading up to the May elections. Simon shares insights on the Nikkei 225 achieving a new all-time high, the first since 1989.

Generally Europe has done fantastically, the UK has had a few issues and China ‘was struggling’: CEO David Cleasby.

Sithembile Bopela of FNB Wealth & Investments discusses Spar's modest growth in results. Bidcorp's David Cleasby reflects on a year of strong growth. Grovest's Jeff Miller talks about the launch of the second round of funding for their Twelve B Green Energy Fund.

In the last 30 years you’ve had a wonderful ride if you've invested as much of your capital as possible in the US equity market: Anton Eser – CIO, 10X Investments.

Shaun Dendere of Trive SA discusses Kumba and BHP Group results. Anton Eser of 10X Investments advises on reducing US equity exposure due to anticipated lower returns in the coming decade. Megan Fraser from Allan Gray explores over-contributions to a Reg 28 fund.

Guest: Viv Govender

Analyst Jimmy Moyaha delves into the Telkom update and Amplats results. Tertius Zitzke from 4Sight Holdings discusses robust results and expansion plans. Viv Govender of Rand Swiss reflects on a week marked by significant AI advancements and anticipates Nvidia results on Wednesday.

What you see in terms of market activity may not mean what you think it means. And remember to attend to your tax-free investment options before February 29 this year: etfSA director Nerina Visser.

Sanlam Private Wealth's Nick Kunze discusses markets, and with the recent listing details of WeBuyCars, is this a company worth keeping an eye on? Additionally, the Nikkei 225 is on the verge of reaching its 1989 all-time highs. Nerina Visser from etfSA unpacks what the ‘partial delisting’ of an ETF means. Should we worry? Petri Redelinghuys from Herenya Capital Advisors talks the Bitcoin halving. What is it, and what’s the expected impact?

In order to balance the books you have to source additional revenue or cut expenses somewhere – Joubert Botha from KPMG.

Wayne McCurrie from FNB Wealth and Investments unpacks the Nampak and Blue Label trading updates and South32 results. Joubert Botha from KPMG on proposed tax increases in next week's budget and their feasibility in the current economic climate. Simon offers his thoughts on writedowns. Yes, they’re not cash when written down. But they were cash when purchased.

The Elikhulu Project is possibly one of the lowest-cost producers of gold in southern Africa and still has 10 years of life: CEO Cobus Loots.

RMB's Matete Thulare on the Nigerian naira. Since we last spoke it has had another devaluation, this especially hurts the likes of MTN and, to a lesser degree MultiChoice. Cobus Loots from Pan African Resources on a strong set of results that saw production up and costs down. FNB's Thanda Sithole talks mining production, as it fell short of expectations in December after a strong November.

‘Spend is [is now more] aligned to when people actually have money in their accounts versus having a credit card’: PayJustNow CEO Craig Newborn.

Odwa Magwentshu from Trive South Africa on the WeBuyCars listing … does he see value unlock here? Craig Newborn from PayJustNow on retail trends they’re seeing via their BNPL system. Cliffe Dekker Hofmeyr's Tendai Jangara talks the use of digital forensics to help combat and prosecute fraud and corruption.

Viv Govender from Rand Swiss explores arguments for and against dipping into this cache.

Keiran Witthuhn from Anchor on the recent Tesla results as the stock is down around 50% from its 2021 highs. Rand Swiss's Viv Govender talks the Gold and Foreign Exchange Contingency Reserve Account. What is it, and can government use the R450 billion found therein? Francis Marais from Morningstar South Africa, on navigating the new two (three) pot system.

It's becoming increasingly clear that China's structural policy trends are really beginning to cloud its medium-term growth prospects: Casey Sprake – Anchor Capital.

Independent analyst Carmen Mpelwane unpacks Sasol's six-month trading update. Keith Mclachlan from Integral Asset Management on local education stocks; AdvTech, Curro and Stadio. What’s the Curro write down about, and which is his preferred? Anchor's Casey Sprake on slowing growth in China: is the economy at a crossroads?

These allow you to invest in complex markets and give you access to complex investment instruments – but in a controlled fashion: Samukelo Zwane at FNB Wealth and Investments.

Nick Kunze from Sanlam Private Wealth unpacks the latest updates from British American Tobacco, Anglo, Kumba and Amplats. Samukelo Zwane from FNB Wealth and Investments does some myth-busting around structured products. Simon's thoughts on MultiChoice and Canal+, mandatory offers and possible changes to the Electronic Communications Act of 2005.

The engagement provides a crucial opportunity for all stakeholders together to charter a course towards a more inclusive and sustainable mining industry: Jaco Meyer – Cliffe Dekker Hofmeyr.

Gary Booysen from Rand Swiss unpacks Disney's results … is Netflix the better alternative? Cliffe Dekker Hofmeyr's Jaco Meyer on 30 years of the Mining Indaba and the hopes for this year's event. Johann Els from Old Mutual talks Sona, will we see detailed plans to repair electricity and logistic challenges?

Aspirant donors need to get smart around the ramifications of making donations of R100 000 and more.

Faheema Adia from Momentum Securities talks Fortress as the Reit is finally set to remove the dual share structure. What’s the change and is there value here? Neill Hobbs from Hobbs Sinclair Advisory on how donations to schools or other PBOs can offer tax relief under Section 18A.

David Shapiro of Sasfin explains that 364 entrants have so far individually selected the five stocks they expect to outperform over the next 10 months.

Aside from uranium, where else is Petri Redelinghuys of Herenya Capital Advisors finding opportunities in the mining sector as the Mining Indaba begins in Cape Town? David Shapiro from Sasfin talks the Cristal Challenge. What have been the most popular stocks selected by contestants? Craig Ivy of Futuregrowth highlights last year's trends, emphasising the limited interest in ESG bonds.

Allan Gray's Rory Kutisker-Jacobson weighs up their returns and how to spot a winning stock.

Chantal Marx from FNB Wealth and Investments unpacks a solid set of results from Hudaco. Kingsley Williams from Satrix on a new ETF they’re listing that will use global free-float metrics, offering higher exposure to dual-listed companies. Allan Gray's Rory Kutisker-Jacobson on returns from frontier markets and how to spot a winning stock.

Flagship Asset Management’s Kyle Wales notes that in the US over the past year ‘we saw very strong economic growth but the markets rallied far ahead of that’.

Schalk Louw from PSG Old Oak offers his views on the Canal+ offer for MultiChoice. Kyle Wales from Flagship Asset Management talks his offshore sector and stock picks for the challenging year ahead. Simon offers his thoughts on income investing … great yields, but is there more we should know?

Yoco's Yusuf Shaikh reflects on the trend of going cashless, as well as the benefits and possible drawbacks for small businesses.

RMB's Matete Thulare talks Hyprop's trading update which shows a strong festive season of trading. Yoco's Yusuf Shaikh on the trend of going cashless and the debate around stores that are cash-only. Denys Hobson from Investec on South Africa’s trade outlook for 2024 in a world of stagnant growth.

World Gold Council 2023 report shows central bankers kept on buying, with technology and AI boosting demand – Senior analyst Krishan Gopaul.

Alex Duys from Umthombo Wealth unpacks Shoprite's latest update, as the retailer now boasts 58 straight months of market share gains. Krishan Gopaul from the World Gold Council on their 2023 gold report as central bankers kept on buying, and AI boosted demand. Tobie van Heerden from 10X Investments on their latest Retirement Reality Report, which shows we’re still not saving enough for retirement.

‘We think in South Africa you have a universe that's especially cheap at this point in time’: Sean Neethling, head of investments at Morningstar SA.

Odwa Magwentshu from Trive South Africa on Truworths's update and his big-picture view on retail updates so far. Evan Robins from Old Mutual Investment Group talks property as Reits had a decent 2023. What are the prospects for 2024? Sean Neethling from Morningstar South Africa on how JSE de-listings impact your investment portfolio.

Listing this week is an active income ETF with current gross yields around 11.8%: PortfolioMetrix head of investments Philip Bradford.

FNB's Wayne McCurrie on Lewis's trading update and Dis-Chem buying its head office in a related party transaction. Philip Bradford from PortfolioMetrix talks their new active ETF focusing on income. Bianca Botes from Citadel Global unpacks the risks facing the rand in 2024.

Michele Santangelo of Independent Securities shares his insights regarding the medical sector, luxury goods, clean-energy stocks, biotech with AI, and the Magnificent Seven.

Michele Santangelo from Independent Securities on the macroeconomic factors in 2023 and how these differ from 2024 and the stocks he believes will perform well Simon's thoughts on the other Nasdaq ETF … QQQM vs QQQ.

Chantal Marx of FNB Wealth and Investments explains why she currently favours Bidcorp, Kal (Kaap Agri) and African Rainbow Capital.

Lonwabo Maqubela from Perpetua Investment Managers talks TFG's nine-month update. FNB's Chantal Marx gives her preferred local stock picks for 2024. Solly Bellingan from BankservAfrica takes a look at December holiday spend.

Although consumers may take a bit of a breather, changes will be slow going forward – PwC economist Lullu Krugel.

Reko Nare from Anchor on why stocks thrive as interest rates fall. PwC's Lullu Krugel talks the MPC's announcement due on Thursday. With only 4 MPC members, could we see a deadlock and will they cut rates? Conway Williams from Prescient Investment Management on the problems with ESG and how they are managing it.

Consumers can definitely get a ‘bang for their buck’ if they do their homework and buy from a trusted and established business: Donovan Enslin – Kelston Motor Group.

Shaun Dendere from Trive Investments on South32's latest trading update. Zak Calisto CEO of Karooooo unpacks their third-quarter results. Kelston Motor Group's Donovan Enslin takes a look at the used car market as consumers feel the pinch.

The moment children can count to 10 you can help them to appropriate money in the proper way – Stian de Witt, head of financial planning at NMG Benefits.

Nick Kunze from Sanlam Private Wealth talks markets as US markets all hit all-time highs on Friday and a horror start to the year for PGM stocks. Is there any value here? Gerhard Swart from Performanta on AI and cybercrime. Stian de Witt from NMG Benefits on the importance of making kids smarter about money which will benefit them into adulthood.

‘Our portfolio contains over 3 000 underlying borrowers, and that's across the entire US market’: Harris Gorre – Grovepoint Investment Management.

Mia Kriegler from Kruger International talks Richemont's strong update. Is the stock worth holding, or is one of its offshore competitors a better bet? Harris Gorre from GrovePoint Investment Management on their JSE-listed AMC that invests in US private credit and offers strong US$ yields. Simon's thoughts on finding and profiting from megatrends such as the uranium bull market and AI.

Tourists flock to places like Cape Town which ‘really is the most magnificent place you could possibly imagine. You go and see big game and all the old SA tourism things’: Independent analyst Chris Gilmour.

Matete Thulare from RMB on the US$ index, which has been strengthening since the last trading day of 2023 … what's driving this? Analyst Chris Gilmour talks tourism in South Africa and the benefits to local hotel and leisure stocks. Dr Roelof Botha unpacks the Altron Fintech Household Resilience Index for Q3 2023. Have conditions been improving for local consumers?

Ride-hailing drivers have the possibility to earn well above a minimum or comparable wage with more social megacity solutions to get people from A to B: Dr Andreas Nienhaus from Oliver Wyman.

Viv Govender from Rand Swiss on whether he's still bearish on China and bullish on AI. Morningstar SA's Francis Marais talks currency risk when investing offshore. Dr Andreas Nienhaus from Oliver Wyman takes a look at shared mobility in Africa as it’s expected to double by 2030.

US investors who might have been sceptical about buying crypto themselves can now access cryptocurrency in a more comfortable platform and environment: Christo de Witt, Luna SA country manager.

Petri Redelinghuys from Herenya Capital Advisors talks uranium as it hits 15-year highs, what’s the ETF here? Christo de Witt from Luno takes a look at crypto as the SEC lists 11 Bitcoin ETFs… when will we see one locally? Dani van Vuuren from Sovereign Trust SA on starting a business in Dubai and the associated tax implications and residency status requirements.

Maarten Ackerman of Citadel explains we need to get all of our challenges out of the way before the rand can start to breathe again.

Wayne McCurrie from FNB Wealth and Investments on US CPI and PPI data from last week and what he sees for oil in 2024. Citadel's Maarten Ackerman talks about the investment outlook for 2024. Brian Rushmere from Levantine & Co on US economic resilience even as uncertainties in the market abound.

CEO Johnny Copeland ‘must have worked his slide rule and done his magic as to what would've been best for the underlying union shareholders and HCI, and long-term shareholders in the company, and decided to do a carryover’: Independent analyst Anthony Clark.

Kieren Witthuhn from Anchor on their offshore stock picks for 2024. Analyst Anthony Clark on what’s happening with HCI and Impact Oil after the recent Sens announcement. Simon's thoughts on catching falling knives when buying plunging stocks.

Money management and psychology are the two most important elements of trading: Fred Raza – CMTrading.

Independent analyst Jimmy Moyaha takes a look at Sasol … it was bouncing late last year but has given all of that back. Is there any value here? John Jack of Galetti Corporate Real Estate talks trends for 2024 in the commercial property sector, including Reits spending big. CMTrading's Fred Razak on trading errors to avoid for newbies and pros alike.

‘Management teams are incentivised with growth and they've found it outside South Africa’: Keith McLachlan – Integral Asset Management.

Mia Kriegler of Kruger International on where she sees opportunity in offshore markets after a strong rebound in 2023. Intergral Asset Management's Keith McLachlan shares insights on the small cap space locally and his listed small cap 'actively managed certificates’. Denys Hobson of Investec discussing the issue of shipping companies avoiding the Red Sea, and whether there are opportunities locally or risks to supply chains.

When we're thinking about goals and New Year's resolutions we should be seeking new opportunities, learning new skills, taking on more responsibility to counter bore out – Advaita Naidoo, Africa MD at Jack Hammer.

Alex Duys of Umthombo Wealth on Life Healthcare fulfilling conditions on its sale of Alliance Medical Group and its special dividend from the disposal. Morningstar South Africa's Michael Dodd shares insight on navigating the variety and complexity of SA Income Funds amid expectations of interest rates falling. Jack Hammer's Africa MD Advaita Naidoo speaks about boreout and reclaining your career.

‘Keep the belt tight; let's manage through this one,’ says Beefmaster Group supply chain executive Roelie van Reenen after a tough 2023.

Wayne McCurrie from FNB Wealth and Investments talks the latest US jobs data and takes a look at the potential for commodities in 2024. Roelie van Reenen from Beefmaster Group on the challenges facing the local beef industry in 2024. Fairtree’s Cornelius Zeeman on the trend among local investors to split the asset managers they use for their local and offshore equity exposure.

Craig Antonie, CIO at AnBro Capital Investments, discusses whether AI is sort of the next internet, and our digital future.

Jimmy Moyaha is there opportunity for the once favs Purple Group and Renergen? Craig Antonie CIO Anbro Capital Investments on the rise of the magnificent seven and AI into the future

The three main problems faced this year were animal diseases, ports and load shedding: Agbiz chief economist Wandile Sihlobo.

Wandile Sihlobo Chief Economist at the Agricultural Business Chamber of South Africa looking back at the agri sector in 2023, some real challenges but overall a decent year with growing employment Matete Thulure head FX execution RMB on the Rand as it’s lost ±12% during a volatile year filled with load shedding, grey listing and rising rates.

Mia Kriegler of Kruger International reflects on a year with Fang stocks driving markets, Sibanye’s bright side (despite its woes), investing in renewables and a new focus on bonds.

Mia Kriegler director at Kruger International on the Sibanye-Stillwater woes and investing into renewable energy Dr Adrian Saville Gibbs Business School when do we start to see rate cuts and is the world ready to start paying for debt?

Guest: Waldo Marcus, Industry Principal at TPN Credit Bureau

Chantal Marc head of research FNB Wealth & Investments on consumer stocks as we head into 2024 with lower inflation and reducing rates Waldo Marcus, Industry Principal at TPN Credit Bureau as rental vacancies continue downwards but some pressure in the low and high end units

‘We do now have more exchange-traded products than companies that you can feasibly invest in on the JSE’: Nerina Visser – etfSA.

Nick Kunze Sanlam Private Wealth on a roller coaster of a year with some big losers but also decent winners on the local exchange Nerina Visser director ETFsa reviewing a huge year in local ETFs, the rise of AMCs and the 10X buyout of CoreShares

For us whether rates come down tomorrow or interest rates are cut in June is a second-order consideration: Sandile Malinga – CIO of Multi-Asset at M&G Investments.

Alex Duys from Umthombo Wealth on the Thungela update as production and sales are within guidance, but Transnet remains a worry Sandile Malinga from M&G Investments offers insights into the process of multi-asset funds and their selection process. ACTOM's Casbah Zwane on Eskom's development plan and its ability to create jobs and benefit local manufacturing.

Tshego Bokaba from Momentum Metropolitan shares tips on how to avoid those dreaded ‘Januworry’ blues when new-year expenses rear their ugly heads.

Reko Nare from Anchor Capital on where he sees value in the local market heading into 2024. Momentum Metropolitan's Tshego Bokaba talks Januworry … with five weekends in December and an early salary for many, how do we avoid it? Alex Forsyth-Thompson from Float on the growth and risks with the Buy Now Pay Later model.

But ‘it goes up against their primary source of revenue, which is Search’ – Viv Govender from Rand Swiss.

FNB's Wayne McCurrie on the Itatile update and Spar's appointment of an IT expert to the board after the SAP rollout disaster. Viv Govender from Rand Swiss on the launch of Google Gemini, their response to ChatGPT (with a launch video they admit was faked). Varshan Maharaj of the Allan Gray Frontier Markets Equity Fund talks opportunities in the space, including the world's largest uranium mine in Kazakhstan.

‘Fixed income is suddenly a place where there is more risk than a lot of people have become used to within the developed world’: Albert Botha – Ashburton Investments.

Sanlam's Nick Kunze on the US jobs data … what’s it telling us about rates in 2024? Gavin Reubenson from Paycorp talks SA crypto users and turning your bitcoin into fiat at an ATM. Albert Botha from Ashburton Investments talks about the wild ride in fixed income over the last three years.

Climate change is having a severe impact on the sustainability of food production on the African continent: Zhann Meyer – Nedbank CIB.

Independent analyst Jimmy Moyaha on Spur's small Doppio Group acquisition and British American Tobacco sees £25 billion go up in smoke via write-downs. Is it really a defensive stock? Nedbank CIB's Zhann Meyer on COP28 and how farmers can be assisted in the fight against climate change. Simon's thoughts on 2023 … a tough year, but markets have done just fine, thank you!

Dr Roelof Botha considers the interest rate increases ‘unwarranted’ as a result of the Reserve Bank’s emphasis on the inflation expectation survey.

Matete Thulare from RMB talks SA's local currency. The dollar is down, EMs currencies are strengthening, yet the rand is weakening. Why? Dr Roelof Botha on the Afrimat Construction Index … have the green shoots of previous updates continued to grow? Careen McKinon from ooba Home Loans on some options for your bonus, if you’re lucky enough to get one.

Old Mutual Group chief economist Johann Els takes heart from what he has termed ‘privatisation by stealth’.

Reko Nare from Anchor Capital on where he’s looking for value on the JSE into 2024. Keith McLachlan Integral Asset Management on Transaction Capital results as they shift strategy. Old Mutual’s Johann Els on negative Q3 GDP data, are we on track for a technical recession?

The products and services that the group provides are all mission-critical, not only for current but for future trading activity, explains CFO Alan Solomon.

Petri Redelinghuys from Herenya Capital Advisors on what’s driving gold higher and his preferred gold miner. Alan Solomon of Capital Appreciation on results that saw strong growth in annuity income. Bianca Botes from Citadel Global on managing commodity and currency volatility risks in the agri sector.

Brandon Naidoo from Liberty Group looks into the growing trend of earning across borders, but from home.

Chantal Marx from FNB Wealth and Investments on Tiger Brands's results as volumes slip marginally, and a look at her preferred gold stock. Liberty's Brandon Naidoo unpacks virtual emigration and the legal and tax implications. Mario Fisher  from Old Mutual Investment Group on the quantitative approach they use for offshore investing.

CEO Charles Savage considers the past year worse than 2008/9, when ‘the solution was swift and almost immediate’.

Independent analyst Jimmy Moyaha on Spar's poor results and Lewis's strong results as it continues to buy back shares. Charles Savage, CEO of Purple Group, talks results as it swings into a full-year loss. Simon offers his thoughts on the Mauritian economy.

The fund’s performance is in the top half or better of fund performances 95% of the time on a rolling three-year basis: CIO Kingsley Williams.

Faheema Adia from Momentum Securities on Pepkor results as volumes and Heps dropped. Satrix's Kingsley Williams talks a rules-based fund delivering superior returns. Michele Santangelo from Independent Securities talks about bonds … with interest rates set to decrease next year, is there still opportunity here?

Tokenisation takes a big asset and breaks it down into smaller, more consumable pieces – Mesh.trade CEO and co-founder Connie Bloem.

Umthombo Wealth's Alex Duys on a tough Bidvest trading update and the latest results of Stefanutti Stocks. Connie Bloem of Mesh.trade shares insights on the rise and potential of tokenisation using blockchain technology. Bryn Hatty of Stonehage Fleming Investment Management SA on the four pillars of capital.

‘When we bring in big capital equipment there's no option to bring it in by freight and we have to just deal with whatever the port throws at us': Invicta CEO Steven Joffe.

Gary Booysen of Rand Swiss on Zeda's maiden annual results and Standard Bank's ten-month trading update. Invicta CEO Steven Joffe shares insights on the group's results that show modest Heps growth in tough trading conditions. Martin Hatidani of NMG Benefits speaks on the process and expectations around retrenchment.

Our plan is to grow on the audio side. That's AME interims reflect revenue up and good cost management. Our plan is to grow on the audio side. That's really worked, because we've almost a national footprint in our sales function – CEO Dave Tiltmann

Sanlam's Nick Kunze takes a look at which sectors are likely to benefit from interest rates peaking. AME CEO Dave Tiltmann on the group's latest results. Kamal Govan of Allan Gray on cautious optimism as African businesses provide the cocktail for meaningful performance.

Being a strong beneficiary of the commodity cycle and showing some – albeit slow – economic reforms have kept us ‘floating on water’: Anchor Capital Investment analyst Casey Delport.

Independent analyst Jimmy Moyaha talks commodities, oil, Sarb's repo rate decision, and where he's finding value on the market. Anchor Capital's Casey Delport discusses SA's credit ratings and what this means for investing in the country.

‘The industry is almost ready; it's the regulators that haven't given us what we need to do’: Natasha Huggett-Henchie – NMG Benefits.

Wayne McCurrie of FNB on inflation, rand weakness, and Jason Quinn being named Nedbank's next CEO. NMG's Natasha Huggett-Henchie discusses latest developments in the two-pot pension system. Investec's Tinus Rautenbach on its new online trading platform.

The 97.5MW solar PV farm is one of the first private-market projects in SA, creating about 400 community jobs during construction, with wider indirect impacts for the economy.

Chantal Marx of FNB on Sibanye's convertible bonds issue rattling the market and Telkom's results. African Bank CFO Anbann Chetti discusses its results, as bad debts rise. Hein Reyneke of Mainstream Renewable Power on reaching financial close on its 97.5 MW solar PV project.

Importers need to understand shipping disruptions, air freight, seasonal transit times and added cost implications: Denys Hobson – Investec for Business.

Gary Booysen of Rand Swiss on Astral's record loss and Growthpoint being dropped from MSCI's Emerging Markets Index. Cement maker PPC's CEO Roland van Wijnen on higher revenue. Investec's Denys Hobson on the Durban port crisis and its economic impact ahead of the festive season.

‘Some of the signals that we are seeing at the moment are pointing to a hard landing’: Philip Short – Flagship Asset Management.

Sanlam's Nick Kunze on Sasol's disrupted AGM and new CEO, plus his market expectations for the week ahead. Peter Armitage of Anchor Capital talks about the big Credo Wealth deal to create a R230bn business. Flagship Asset Management's Philip Short shares insights on whether we're in for a soft landing or an actual recession, and what does this mean for investment markets.

Access to sufficient skills and specialised skills is critical in healthcare and has to be taken seriously: Peter Wharton-Hood – Life Healthcare.

Matete Thulare RMB, after good US and UK CPI data this week, can we now confirm a soft landing and a stronger ZAR for 2024? Peter Wharton-Hood CEO fridayealthcare on results as paid patient days increases and Life Molecular Imaging remans loss making as it ramps up Simon thoughts on black friday, don’t get scammed

First half was driven by strong timber demand, but serious headwinds knocked the fertiliser business: CEO Eddie Fivaz.

Mia Kriegler from Kruger International on the MultiChoice results … lots of moving parts, but it is still a strong brand with sport as the cornerstone. Eddie Fivaz of TWK unpacks the company's latest results. Temenos's Eric Mellor talks the changing digital aspect of wealth management.

Never underestimate the power of a plan and seeking professional advice in addressing financial folly – Therèse Havenga from Momentum Investor.

Gary Booysen from Rand Swiss talks the decent Stor-Age results and strong Bidcorp update. Therèse Havenga, Head of Business Transformation at Momentum Investo delves into the different types of money guilt and how to deal with them. Saica's Thando Myoli on how digital transformation is reshaping auditing.

‘At SV Capital we want to encourage conscious investing, ensuring that wherever you put your money there is a positive social impact that comes from that’: Co-founder Ayanda Majola.

Alex Duys from Umthombo Wealth on the Shoprite and Alexforbes updates. Felicia Msiza, CEO of Raubex, on a strong set of results as diversification pays off. Ayanda Majola of SV Capital on delivery bike investing.

‘If you've assets across different jurisdictions, part of your estate-planning process has to take that into account.’ Navin Ramparsad – Absa Private Wealth Banking.

Chantal Marx of FNB Wealth & Investments comments on Richemont's results as the stock sees a nearly one-third decline from its peak. Absa's Navin Ramparsad discusses crucial factors for ensuring effective inter-generational wealth transfer. Kim Gibb from Prescient on their new platform enabling active and passive ETF listings.

Less demand for graphic paper has led to increased production of dissolving pulp for textiles and clothing, as well as ‘green’ paper packaging to replace plastic: CEO Steve Binnie.

Viv Govender Rand Swiss on Tesla, is he still a fan of the EV maker? Steve Binnie CEO Sappi on a tough set of results but with record SA earnngs Simon thoughts on the asymmetrical returns from individual shares and why this helps drive returns over the long-term

Petri Redelinghuys of Herenya Capital Advisors looks forward to when everybody decides to sell their Sibanye shares and a lot of volume will suddenly come to the market.

Petri Redelinghuys from Herenya Capital Advisors on Brent weakness and whether it could get back into the lower $70. A2X CEO Kevin Brady on six years of an alternative exchange and the money saved for investors. Balwin's CEO, Steven Brooks, talks the launch of a new product that allows Balwin homeowners to exchange their units for another.

‘Betting everything on one outcome generally is not a well-diversified approach’: Chris Eddy – 10X Investments.

Independent analyst Jimmy Moyaha talks the weak updates from both Omnia and MTN. Keith McLachlan of Integral Asset Management on his JSE-listed offshore small cap AMC (actively managed certificate). 10X Investments's Chris Eddy talks the pitfalls of tactical asset allocation in the short term.

Greg Blend and his Africrest team have been converting office buildings to apartments since 2016.

FNB's Wayne McCurrie on Redefine results, is the worst behind them? Greg Blend from Africrest Properties on the opportunities and challenges of converting offices to residential. Dylan Govender from Investec discusses additional regulations impacting importers.

Money will be spent in South Africa at the end of the day. But you only benefit from this by investing in a globally diversified portfolio – Attila Kadikoy of Levantine & Co.

Gary Booysen from Rand Swiss on Dis-Chem results, as revenue rises, but profits fall. Attila Kadikoy from Levantine & Co on why the increased Reg 28 offshore limits are not bad for the country or local exchanges. Cliffe Dekker Hofmeyr's Louis Botha on the tax implications of the MTBPS.

CEO Stefano Marani notes that Phase 1 LNG production is at full capacity and profitable, and the company is looking to an IPO on Nasdaq to bring Phase 2 fully into operation.

RMB's Matete Thulare on the Sibanye-Stillwater update, lots of pain … is there any hope? Renergen CEO Stefano Marani on recent results, funding requirements, the helium leak and Phase 2. Simon's thoughts on the power of time when investing.

All users need to do is ‘pitch up and spend less time or less money than you would on a cup of coffee’ – CEO Charles Savage.

Lonwabo Maqubela from Perpetua Investment Managers talks MTN and Vodacom. Any value here? Sanisha Packirisamy from Momentum Investments reviews the MTBPS. Charles Savage of Purple Group defends the controversial R25 monthly fee for Thrive programme

Cash at most points in the cycle is not an especially compelling opportunity – on a standalone basis: Sean Neethling, Morningstar SA.

Alex Duys from Umthombo Wealth on Anheuser-Busch InBev results that saw revenues higher as volumes fell and Woolies buys Absolute Pets. Sean Neethling from Morningstar South Africa on the merits of cash as an asset class. Krishan Gopaul from the World Gold Council on their third-quarter report that saw continued central bank buying and production on track for a record year.

After a recent visit, Faisal Rafi of RisCura reflects on aspects of the global giant’s economic recovery.

FNB's Chantal Marx FNB on Adcorp results as margins get squeezed. Faisal Rafi from RisCura offers economic insights from his recent trip to China. Manie Van Schalkwyk from the Southern African Fraud Prevention Service on avoiding tax-related scams now that returns have been submitted.

According to a recent Bankscope report, South African banks are globally fairly weak on profitability – Kwaku Debrah at African Financial Services Practice of Partners in Performance.

Sanlam's Nick Kunze on gold and his preferred gold stock as the yellow metal looks set for its highest monthly close ever. Luigi Marinus from PPS Investments on economic prospects as we head into the final two months of the year. Kwaku Debrah from Partners in Performance talks local banks as they offer value but are not as profitable as their global peers.

First-half highlights include efficiency improvement in the construction materials business, and domestic sales of iron ore compensating for a weaker dollar and the reduction in volumes.

Petri Redelinghuys from Herenya Capital Advisors on the charts for US and local indices looking weak … should we be worried? Andries van Heerden from Afrimat unpacks the company's results as it more than doubled profits during the period. Simon offers his thoughts on the Microsoft vs Alphabet results.

Nicola Malan from Malan Scholes Attorneys throws light on concerns regarding possible unintended consequences.

Wayne McCurrie from FNB Wealth & Investments on the DRD and Life Healthcare updates and results from Bytes Technology. Quintin Rossi from Spear Reit on results as they’re seeing corporates semigrating to Cape Town, boosting office demand. Nicola Malan from Malan Scholes Attorneys on the proposed new remuneration rules as set out in the recently published Companies Amendment Bill.

FSP brokers making derivative pricing – be it CFDs or options – need a licence, and the FSCA is going to pursue those unlicensed: Finalto MD Solomon Gounden.

Independent analyst Jimmy Moyaha on Famous Brands's results with revenue up and Heps down. Nikki Quinn from GfK, an NIQ company, on the potential risks and rewards for retailers and customers this Black Friday. The FSCA is reporting increased irregularities … Solomon Gounden from Finalto asks 'Is your broker compliant?'.

The role of capital markets is not to revive economic growth or improve investment sentiment: Olga Constantatos – Futuregrowth Asset Management.

Keiran Witthuhn from Anchor talks Sasol as load shedding, inflation and volatility continue to trouble the business. Citadel's Maarten Ackerman on next week's MTBPS and the tough choices facing the finance minister. Olga Constantatos from Futuregrowth Asset Management on the importance, impact and shortfall of capital markets locally.

The two-pot system could be quite an elegant solution. One of the biggest challenges for many people is to leave the money in their pension fund untouched: Richard Carter – Allan Gray.

FNB's Chantal Marx on another sudden CEO resignation … this time at Tiger Brands. Kyle Wales from Flagship Asset Management on stocks and sectors that do well in a higher-for-longer inflation environment. Richard Carter from Allan Gray talks challenges and opportunities within SA’s retirement fund system.

‘South Africans are using Airbnb as a more accessible, more affordable option to travel, and using it to explore the nooks and crannies of our country’: Velma Corcoran, regional lead Middle East Africa at Airbnb.

RMB's Matete Thulare on whether the rand is being more volatile than usual albeit within a wide range. And how much attention does he pay to director dealings?Velma Corcoran from Airbnb on the economic impact of the property-sharing platform. Simon offers his thoughts on the Renergen saga.

Momentum Investments CIO Mike Adsetts sketches the types and styles of this quantitative approach.

FNB's Sithembile Bopela on the Pick n Pay results, is there any value here, or is it a stock best left alone? Mike Adsetts from Momentum Investments on quant investing and managing offshore and local. Craig Newborn from PayJustNow talks the safety of buy now pay later (BNPL) when shopping online.

Iran entering the Israel-Hamas war would wreak havoc on Europe, the US and even SA – Isaah Mhlanga, RMB.

Faheema Adia from Momentum Investments talks Zeder results … and whether there are any other agri options worth a look. RMB's Isaah Mhlanga on the economic risks caused by the war in the Middle East. Adishan Naidoo from Standard Bank Equities on investment-backed lending. What is it, and how does it work?

Advaita Naidoo from Jack Hammer Global looks into the waste of time and Adam Grant’s four basic reasons to meet – to learn, collaborate, decide or do.

Anchor's Deryck Janse van Rensburg unpacks the latest update from Cashbuild and talks the generally struggling local small-cap sector. Calgro M3 CEO Wikus Lategan on results as Heps grow strongly even as it sells fewer units. Advaita Naidoo from Jack Hammer Global on the impact and cost of meetings … particularly recurring meetings.

Most central banks that started cutting rates continue to do so: David Reese, senior emerging markets economist at Schroders.

Nick Kunze from Sanlam Private Wealth on US banking results and the risk on trade in oil and gold. David Rees from Schroders talks global economics as they cut Chinese GDP for next year and expect no US recession. Citadel's Bianca Botes on a Brics currency and how the collection of countries would be better served as a trade block.

This is stressed by author Rob van Eyden in his recent book – Badass Trader: How to Trade Your Way to Riches.

Mia Kriegler from Kruger International on how they’re positioning themselves in the commodity space. Rob van Eyden discusses his book on the realities and struggles of becoming a successful trader. Simon offers his thoughts on how bonds work, yield up = price down.

There has to be a middleman single currency. It doesn't have to be the dollar, but the point is it is the dollar: Izak Odendaal – Old Mutual Wealth.

Lonwabo Maqubela from Perpetua on local healthcare stocks. With only two remaining listed – Netcare and Life Healthcare – do either offer value? Old Mutual Wealth's Izak Odendaal on the dollar still reigning supreme. Zak Calisto from Karooooo on the latest quarterly results.

Longer term we still think China's a compelling opportunity; but pay very careful attention to sizing those positions correctly: Debra Slabber – Morningstar SA

Alex Duys from Umthombo Wealth looking at QSR stocks after a modest Famous Brands update compared to recent good-looking Spur numbers. Herenya Capital Advisors's Petri Redelinghuys talks oil and the case for Sasol as it’s lagged the rand/Brent price. Debra Slabber from Morningstar SA on where investors should be looking offshore for long-term returns.

‘Any bit you can afford to draw down less really has a big impact on the sustainability of your retirement income’: Bjorn Ladewig – Just SA.

Matete Thulare from RMB on US economics. Jobs data came out strong and wage inflation was only +0.2% … is the US engineering the perfect soft landing? FNB's Sifiso Nkosi on stokvels showing resilience despite a very tough economy. Bjorn Ladewig from Just SA on drawdown rates and the impact on a living annuity.

Fortress plans simplified share class structure ‘I think it allows us to get back to Reit status in the future more easily’: CEO Steven Brown.

Reko Nare from Anchor on what individual components have been driving the local inflation basket. Keith McLachlan from Integral Asset Management talks preference shares as an alternative to cash for better tax treatment in the search for yield. Fortress's Steven Brown unpacks the Reit's plan to collapse the A and B share structure.

‘Very much like a company would be valued according to its assets and future cash flows, wine is exactly the same. When you pick stocks or wines there are very much the same principles’: Roland Peens – Wine Cellar.

Viv Govender from Rand Swiss on the effects of political conflict in the US and the upcoming debt ceiling on markets. Roland Peens from Wine Cellar on investing in wine as an alternative asset. Simon offers his thoughts on imposters on X/Twitter offering you vast riches by the weekend. No surprise … it’s a scam!

But it's not all doom and gloom for the South African mining industries: Vuyiswa Khutlang – PwC SA energy, utilities and resources partner.

Independent analyst Jimmy Moyaha on the orderly succession at FirstRand and where he’s investing right now. PwC's Vuyiswa Khutlang talks the state of local mining as the sector feels the pressure from logistics problems and price collapses. Can the industry thrive? Luno's Christo de Wit talks crypto and tax. What do you need to declare, and is it income capital gains tax?

‘The fantastic thing about the ETF is that it's accessible. It's at a low cost, it's liquid, it's diverse, it's less confusing because you know what you're holding’: Satrix CEO Fikile Mbhokota.

FNB's Wayne McCurrie on opportunities in the locally listed retail space as consumers continue to be squeezed. Fikile Mbhokota from Satrix on 30 years of ETFs in the US and 23 locally. Joshua Alexandre from InfoDocs on new requirements for all companies to submit beneficial ownership information to the CIPC.

Independent Securities has put together a cross selection of stocks called Stocks for all Seasons: Chief investment officer Simon Fillmore.

Alex Duys from Umthombo Wealth on the horror Pick n Pay update as the retailer replaces its CEO with Sean Summers, who led the company from 1999 to 2007. Simon Fillmore of Independent Securities talks five local and offshore stocks for all investors. Absa CIB's Sello Sekele on the September local PMI, which saw a further decline below the all-important 50.

‘SA Reits has been quite an unloved asset class, with sector flows drying up over the past few years’: Shane Packman – Morningstar SA.

Citadel's Bianca Botes on the macro data she’s watching most closely and concerns for the rand as we started the year around R17/US$. Shane Packman from Morningstar SA on the investment case (and risks) for locally listed Reits. Kavi Pather of EY Africa on their CEO Survey showing two thirds seeing AI as ‘force for good' - but ethical concerns persist.

The continent’s reduced ability to raise dollars has strained its ability to drive exports: Bohani Hlungwane – Absa CIB.

Gary Booysen of Rand Swiss on Capitec's decent results, but high valuation, and Spar's Poland exit and trading update. Absa CIB's Bohani Hlungwane shares insights on the crisis of foreign currency liquidity shortages in many African countries. And, Simon's thoughts on getting exposure to high yielding US government bonds.

‘We are...starting off with the top 100 brands as the portfolio universe’: Craig Antonie – AnBro Capital Investments.

Lonwabo Maqubela of Perpetua Investment Managers shares insights on Old Mutual's results, as the group ups its dividend by a quarter despite seeing net client cash outflows of over R7bn. Craig Antonie from AnBro Capital Investments on the investment case for the world's biggest brands. Independent economist Elize Kruger speaks about the BankservAfrica Take-home Pay Index for August, which showed another positive increase.

Bonds will typically outperform in a rate-cutting cycle so longer bonds could start to outperform money-market deals: Lyle Sanker – PSG Asset Management.

Nick Kunze of Sanlam Private Wealth on AngloGold Ashanti moving its primary listing to the NYSE, Richemont's plunge of another 5%, and Nampak's rights offer fully taken up.PSG Asset Management's Lyle Sankar talking money market returns and DM vs EM government debt. Gary Feldman of NMG Benefits speaking about medical aid increases likely to be ahead of inflation and on the medical specialist shortage.

‘The lessons of 2022...are particularly important to pay attention to at this point in the financial cycle’: Sean Neethling – Morningstar South Africa.

Wayne McCurrie of FNB Wealth and Investments looks at Quantum Foods expecting a loss due to avian flu, and the risks to equity valuations with higher rates. Sean Neethling, head of Investments at Morningstar South Africa, talks about being underweight in high-flying US tech stocks. FNB's senior economist Siphamandla Mkhwanazi shares insights on slowing home sales and the impact of solar on sale prices.

Investors must protect the purchasing power of their portfolios – Equilibrium portfolio manager Thami Khoza.

Independent analyst Jimmy Moyaha talks Astral's horror update and Discovery's results as it brings back the dividend. Thami Khoza from Equilibrium on managing inflation in your portfolio. Simon offers his thoughts on the perils of deep-value stocks … what gets them moving higher?

In 2017, 57% of retail sales involved physical cash. Today it’s in the 30%, 35% zone: Thabo Makoko – Absa CIB.

Wayne McCurrie from FNB Wealth & Investments on the Fed and Sarb rate decisions and updates from PPC and Southern Sun. Absa CIB's Thabo Makoko talks the rise in cash transactions, indicating consumers are spending … especially on more discretionary items. Christo de Wit from Luno on the rise of bitcoin in Africa, especially in Nigeria, where there are concerns around weakening currency and inflation.

‘The result has been that it has definitely helped weaken the rand, and across the board that is negative for South Africans’: Nick van Rensburg – All Weather Capital.

Matete Thulare from RMB talks the risks to the rand as government tries to reign in spending ahead of rate announcements from numerous central banks. Nick van Rensburg from All Weather Capital on why increased Reg 28 offshore allowances are bad for the country. Galetti Commercial Real Estate's John Jack on the impact of rates on commercial property.

Physical commodities represent a great source of diversification in a traditional portfolio: Nerina Visser – etfSA.

Keiran Witthuhn from Anchor on company news as Mondi finally sells the last Russian assets and Bob van Dijk quits as Naspers/Prosus CEO. Nerina Visser from etfSA on actively managed certificates (AMCs) and the Coherent Capital Global Commodity AMC.PwC's Francois Prinsloo talks the local banking sector after another set of good results despite tough trading conditions.

South Africa has ‘prioritised current expenditure and marginalised investments in the economy’: Rhandzo Mukansi – Futuregrowth Asset Management.

Gary Booysen from Rand Swiss talks OUTsurance's strong results and the special dividend paid. Rhandzo Mukansi of Future Growth on whether financial repression policies could solve SA’s fiscal woes. SAVCA CEO Tshepiso Kobile on private equity trends and the growth in infrastructure investments.

‘This is an incredibly fruitful environment for stock pickers, and this volatility can throw up some tremendous opportunities’: Amit Parmar – JP Morgan Asset Management International Equity Group.

Faheema Adia from Momentum Securities unpacks FirstRand's results. Amit Parmar from JP Morgan Chase on risks and opportunities in the current market as AI excites everybody. Simon's thoughts on active managed certificates, a new CIS product on the JSE

As a general rule immovable properties would warrant a second will in that particular jurisdiction: Tim Mertens – Sovereign Trust.

Viv Govender from Rand Swiss on the ARM Nasdaq listing later on Thursday. Lots of hype … is it the next Nvidia? Cobus Loots from Pan African Resources on year-end results as they manage to keep all-in sustaining cost to low single-digit growth. Tim Mertens from Sovereign Trust on the need for a second will for offshore assets.

‘I'm delighted you are seeing public-private partnerships coming through – whether they call it privatisation, collaboration, joint ventures or public-private partnerships’: Macroeconomist Dr Roelof Botha.

FNB's Wayne McCurrie talks Discovery's strong trading update and Libstar results as cash conversion improved but Heps fell by almost half. Andrew Fulton from Eighty20 on their 2023 Q2 Credit Stress Report which revealed worsening defaults, with high net worth consumers being hardest hit. Dr Roelof Botha unpacks the Afrimat Construction Index for Q2 2023.

Investing in companies that compete with SA’s public sector can pay off because the competition is weak – Keith McLachlan of Integral Asset Management.

Independent analyst Jimmy Moyaha on results from Sun International and City Lodge. Keith McLachlan from Integral Asset Management talks Grindrod as the stock rallies back above 1 000c. After recent results, does it offer value? Mandy Dix-Peek from Old Mutual Wealth on recent changes to the Trusts Act as SA tries to get off the grey list.

It's important for investors to equip themselves with the ability to think critically and analyse more in depth: Kamogelo Mosime – Tickmill.

Nick Kunze from Sanlam Private Wealth on Capitec's update, US bonds vs equities and Nampak's rights issue. Kamogelo Mosime from Tickmill on how the past can help with the future as the market is a 'treasure trove of information'. Alex Simeonides of Capital Legacy talks the nuts and bolts of having a will at the start of Wills Week.

For all intents and purposes it's a made-up number: Dr Adrian Saville – Genera Capital.

Richemont is back at late 2021 levels. Gary Booysen from Rand Swiss on his preferred luxury stocks. Dr Adrian Saville Genera Capital talks inflation targeting. Where does it come from, and does it work? Simon shares insights on stock watchlists and setting target prices.

If you're getting a 15%, 16% annual return, it's a defensive business – Philip Short, Flagship Asset Management.

RMB's Matete Thulare takes a look at the oil price and Opec+. Philip Short from Flagship Asset Management on the regulatory risks with tobacco and valuation in British American Tobacco. Chris Eddy from 10X Investments on the attractive yields from local bonds and reducing weighting in US equities.

Among the four businesses fishing actually performed quite well – CEO Felix Ratheb.

Mia Kriegler from Kruger International unpacks Shoprite's stellar results as it continues to gain market share while diesel costs hurt at +R100m a month.  Sea Harvest's Felix Ratheb on results as catch rates and costs hurt, but global demand for fish as a protein remains robust.  Chris Harmse from Sequoia Capital Managers on the stronger-than-expected second quarter GDP data. What’s driving the improvement and can it last?

More females [than males] suggest they don’t have money for education: Sanisha Packirisamy – Momentum Investments.

Alex Duys from Umthombo Wealth talks the divergent RCL Foods and AVI results. Sanisha Packirisamy from Momentum Investments on the importance of women in the labour force. PPS's David Crosoer explains how we should manage short-term price gains with long-term sustainable investments.

‘We are getting a lot of the pre-let deals. Everybody's phoning us first, and the vacancies are really low’: CEO Steven Brown.

Independent analyst Karl Gevers on the Pan African trading update and his preferred gold stock ... or is he staying away Fortress's Steven Brown on the Reit's results as vacancies hit 3.7% but it still can't pay dividends. Old Mutual Wealth's Izak Odendaal on the curious nature of a strong US and weak China.

We've some major projects being completed [which should] flow through into improved performance at the end of next year and the years thereafter – CEO Gary Chaplin.

Independent analyst Jimmy Moyaha takes a look at Implats results as refined production, sales and prices received all declined. KAP's Gary Chaplin on tough results after the record of last year. Simon offers his thoughts on the CEOs who still take questions, even when the going is very tough.

‘We believe that we can trade through this period. It's going to be tight for the next year or so’: CEO Henry Laas.

Reko Nare from Anchor on where to next for SA inflation and interest rates as we appear to have reached the peak of the rate hike cycle. Henry Laas from Murray & Roberts talks the company's financials as they swing into a massive loss, is the group still solvent? Bidcorp's David Cleasby on strong full-year results even as food inflation rose during the period.

CFO Colin Brown unpacks the company's latest full-year results and explains why the next year will be a tough one.

Viv Govender from Rand Swiss on whether the AI hype justifies Nvidia's valuation. Super Group's Colin Brown unpacks the company's strong results despite another challenging year. Simon Campbell Young of Digimune on the best way to insure your crypto coins from loss and phishing attacks.

National Treasury wants both a South African taxpayer earning in another country and the foreign company paying the salary to declare the earnings to Sars: Harry Scherzer – Future Forex.

FNB's Wayne McCurrie on Italtile's results as consumers struggle and costs hurt. Roy Douglas from AdvTech unpacks their strong results as Heps was up 24% and margins improved across all sectors. Harry Scherzer of Future Forex on National Treasury's new regulations set to seriously hamper offshore earnings in foreign currency.

I never thought we'd see the day when we were selling baked beans and toilet paper [online]...and it has been really, really successful – OneDayOnly sales director Laurian Venter.

With Aveng's results, Murray & Roberts's asset sale and WBHO's update, is there any value in this beleaguered sector? Nick Kunze from Sanlam Private Wealth takes a look. Petri Redelinghuys of Herenya Capital as he’s bullish on platinum, Implats and Sibanye Stillwater. Laurian Venter from OneDayOnly talks SA’s ecommerce surge.

Japanification is an issue and a concern in the long term because debt levels are high – Schroders economist David Rees.

Independent analyst Jimmy Moyaha unpacks South32 results which saw profits plunge and struggling Sasol results from earlier in the week. David Rees from Schroders talks China's problem of deflation and high debt … are we seeing the Japanification of China? Simon offers his thoughts on capacity utilisation in manufacturing and the leverage effect.

Pension payments have kept up well compared to inflation over the past year: Independent economist Elize Kruger.

FNB's Chantal Marx on Adcock Ingram results as we all get flu again. Economist Elize Kruger talks BankservAfrica’s July take-home pay which shows some relief to consumers. Dr Stuart Theobald from Krutham talks the changing trends in research.

‘We don't have cuts coming through perhaps as speedily as they would've in previous monetary policy cycles’: Rhandzo Mukansi of Futuregrowth.

EA Capital's Kea Nonyana unpacks results from BGP Group and Spur. Varshan Maharaj from the Allan Gray Frontier Markets Equity Fund on what a frontier market is and whether they are offering value. Rhandzo Mukansi Futuregrowth talks investor sentiment as it rebounds in July.

SA’s education stocks are ‘very different businesses earning very different returns’. Keith McLachlan of Integral Asset Managers looks at results and prospects.

Witthuhn from Anchor on markets as Thungela's results saw Heps off 67% as coal prices fell by a similar amount over the last year. Keith McLachlan from Integral Asset Managers unpacks Curro's results and takes a broader look at the education sector. DebtBusters's Benay Sager talks debt as more South Africans turn to personal loans as financial lifelines.

Here we are seeing the average first purchase is around R650, and globally it's around R400: Christo de Wit – Luno.

Gary Booysen from Rand Swiss on Libstar's poor trading update. Are any food producers looking attractive? Capitec's Busi Radebe talks Payshap … what is it, and how does it work? Christo de Wit from Luno on who is buying crypto and how much they are spending.

‘If you are responsible for the economy of your country, you've got to communicate in simple, straightforward terms’: Russell Silberston.

Independent analyst Karl Gevers talks Standard Bank's results and compares them to recently released Absa, Nedbank and Gold Fields financials as profits decreased but dividends increased. Ninety One's Russell Silberston unpacks central bank speak … why it’s crucial that the public understands it and why the Bank of England is doing it all wrong. Simon offers his thoughts on the wild west of dodgy investments and platforms.

SA needs to compensate foreign investors for bringing their money in...so we are expecting a very shallow interest-rate cutting cycle – Miyelani Maluleke, economist at Absa CIB.

FNB's Sithembile Bopela on the Resilient Reit results as LTV moves higher and energy costs hurt. Duncan Lamont from Schroders talks shrinking global equity markets as listings more than halve. Miyelani Maluleke from Absa Corporate and Investment Banking discusses the bank's near-term growth forecasts.

SA companies testing ‘100% pay, 80% workweek for 100% output’ have remained revenue- and productivity-positive: Karen Lowe – 4 Day Week SA.

In light of the recent Santam and OUTsurance updates, Mia Kriegler from Kruger International looks at whether long or short-term insurers are offering opportunity. Karen Lowe from 4 Day Week SA talks their pilot 4-day work week project. Wandile Sihlobo from the Agricultural Business Chamber of SA talks agriculture export forecasts for the year after a record 2022.

The technology gives you many more features, like the ability to pause cover or insure particular items – Everything.Insure CEO Vis Govender.

Anchor's Deryck Janse van Rensburg unpacks Absa's and MTN's results as Mastercard plans to buy a stake in the telco's fintech unit. Sean Kelly from Paragon Wealth Managers talks Fitch's downgrade of the US. Vis Govender of Everything.Insure offers insights into concerns about concentration in and how to foster growth of new insurers.

During the 30 years you can expect to live after stopping work you’ll continue to need to invest.

Sanlam's Nick Kunze talks markets as they look like they’re rolling over … US PPI shows inflation is not completely behind us and locally Aspen is looking strong. Paul Hutchinson from Ninety One on why you may have longer than you think as an investor and why it matters. Dylan Govender from Investec for Business on contesting the dti's import tariffs policies.

The country needs to deal with the high prices of electric cars and put in countrywide charging infrastructure’: Thesele Mampane – Futuregrowth.

Kea Nonyana from EA Capital talks the latest promising US inflation data. Futuregrowth's Thesele Mampane on the advancement of new EVs in South Africa. Jimmy offers his insights on the copper market.

‘For the time being it seems all is well, but obviously these moments don't last forever’: Isak Odendaal – Old Mutual Wealth.

Gary Booysen from Rand Swiss discusses the repercussions of the CompCom's decision to decline Vodacom's acquisition of Remgro's fibre business. Ernest North from Naked Insurance shares savvy tips for newbie car buyers. Old Mutual's Izak Odendaal delves into the convergence of entertainment and economics following the debut of the Barbie and Oppenheimer films.

‘The local delinquency rate is increasing by up to 27%, and internationally it's also happening’: Frank Knight – Debtsource.

Matete Thulare of RMB looks at movements in the rand. Neil Hobbs from Hobbs Sinclair on navigating tax challenges. Frank Knight of Debtsource speaks about increasing levels of insolvencies and how creditors can spot the early warning signs.

‘If your investment goals are not changing your strategy to reach those goals shouldn't be changing either’: Paul Nixon – Momentum Investments.

Paul Nixon from Momentum Investments explores investor risk levels. Old Mutual Wealth's Tasneem Samodien on the investment case for LVMH.

‘There's so much nuance in the township economy. You have to be there to understand’: Mushambi Mutuma – Accenture Africa.

Independent analyst Karl Gevers talks markets with strong Mpact results that saw Heps up 33% and JSE Group results that showed a modest increase in profits. Mushambi Mutuma from Accenture takes a look at the informal spaza economy and how FMCGs can directly capture some of the sales. Simon talks the importance of reading listed companies' annual reports.

Peregrine Capital CEO Jacques Conradie looks back on what has helped his team evolve and continue improving over time.

Herenya Capital's Petri Redelinghuys explains why he is bullish on Chinese tech and the associated offshore ETFs. Peregrine Capital's Jacques Conradie on 25 years in the market and finding value amid local profit-taking. A look at collecting, or investing in, whiskey as an alternative asset class.

In 2000 fossil fuel accounted for about 86% of global energy demand; by 2019 it accounted for 84%: JD Hayward – Flagship Asset Management.

Independent analyst Jimmy Moyaha on the latest company news as Aspen makes an acquisition in Latin America and Pan African Resources gets funding and environmental authorisation for their Mintails tailings retreatment plant. JD Hayward from Flagship Asset Management talks the oil price and opportunity for investors. Josh Kotlowitz from Future Forex gives his insights on improving the FX experience using AI.

‘We still see demand likely to remain positive in the second half of the year, albeit maybe not at the same levels as in H2 last year’: Krishan Gopaul – World Gold Council.

FNB's Wayne McCurrie talks company news with results from Liberty Two Degrees and updates from Telkom and MTN. Krishan Gopaul from EMEA World Gold Council, on their second quarter report which shows demand increasing and supply potentially hitting new records this year. MFS Africa's Moses Marimira takes a look at how AI can help combat financial crimes and get SA off the grey list.

‘We think financials and SA banks really well priced. You don't need a lot to go right to make some return on those’: Sean Neethling – Morningstar Investment management SA.

EA Capital's Kea Nonyana on the Woolies update, rand strength and the higher oil price. David Rees from Schroders talks the global goods sector, as we’re seeing some signs of recovery that should bode well for EMs and commodities. Despite prevailing pessimism, South African equities are currently priced for worst-case scenarios. Sean Neethling from Morningstar Investment Management SA takes a look.

Recent data from Stats SA shows that life expectancy for South Africans has increased: Natasha Huggett-Henchie – NMG Benefits.

Faheema Adia from Momentum Securities talks Anglo American results … is she seeing value in the group as a whole or individually in Kumba and Amplats? The good news is that we’re living longer, but … we haven't saved enough. NMG Benefits's Natasha Huggett-Henchie offers some retirement finance hacks to combat the shortfall. Simon offers his thoughts on why buying the winners and ignoring the losers is the best strategy.

‘We found the investment still intact, despite what's happening at the moment’: Tasneem Samodien – Private Clients by Old Mutual Wealth.

Lonwabo Maqubela from Perpetua talks the US Federal Reserve's rate decision. PSG Asset Management's Gustav Schulenburg on ignoring headlines and focusing on the businesses you’re investing in. Tasneem Samodien from Private Clients by Old Mutual Wealth on their Amazon investment even as the company lost $2.7 billion and RoE went negative.

Dwellings with well-maintained solar installations are certainly selling faster: Dominique d’Hotman – ooba Solar.

Mia Kriegler from Kruger International looks at the Shoprite trading update that saw R1.1 billion spent on diesel and flat like-for-like growth after internal inflation. Ooba's Dominique d'Hotman on how a solar installation can increase the equity in the value of your home. Denise Hartley from FNB on the difference between debt consolidation and debt review.

‘I would say investors should consider looking into dividend stocks again’: Schalk Louw – PSG Old Oak.

Independent analyst Jimmy Moyaha unpacks Anglo American Platinum's results as the dividend, unsurprisingly, gets slashed. Schalk Louw from PSG Old Oak talks the return of dividends and the opportunities they present for investors. Kondi Nkosi from Schroders South Africa offers insights on net zero risks.

There are over 100 000 online stores in the country, but many don't make it more than three months after first purchases from their sites – Joel Bronkowski from Paystack.

FNB's Chantal Marx on Mr Price's latest update and how Studio 88 helped save the day. Joel Bronkowski from Paystack talks local retailers and if they’re grabbing the ecommerce opportunity. Karooooo's Zak Calisto unpacks the company's results as revenue grows 24%.

‘I think the rand has probably fairly devalued for a couple of reasons, partially for what I guess we can call our own goals’: Nolan Wapenaar – co-CIO at Anchor Capital.

RMB's Matete Thulare on the devaluation of the Nigerian naira. How and why did the new government do it? Nolan Wapenaar from Anchor Capital talks their current preferred asset classes … and why they make the list. Simon offers his thoughts on why investors need to be thinking in bets focusing on investment processes, not outcomes.

‘I think as we celebrate as consumers we just need to be cautious of that core sticky inflation’: Neo Ralefeta – Investec Treasury Structuring.

Kieran Witthuhn from Anchor unpacks the Pick n Pay trading update which saw sales growth go backwards. Neo Ralefeta from Investec talks the economy following June's strong CPI numbers … what will the Sarb do at its rate meeting today? Coreen van der Merwe from Sovereign Group unpacks offshore vs onshore trusts, what do we need to know?

‘It seems that people have forgotten that there are some really, really good companies in Europe … not just in the technology names but across a number of industries': Helen Jewell from BlackRock

Mia Kriegler from Kruger International talks share buybacks versus dividends … which is her preference? BlackRock's Helen Jewell on markets as Europe has a good year and whether there is still opportunity despite recession fears.Vinesh Maharaj from PwC South Africa discusses local manufacturing and whether it can evolve to take advantage of the 4IR.

In facilitating infrastructure development across the SADC region ‘we don't get fiscal allocations, even though we are an SOE,’ points out chief economist Zeph Nhleko.

FNB's Sithembile Bopela unpacks Richemont's good update … but why didn’t the market like it? Luno's Christo de Wit looks at the latest crypto news, central bank coins and what the future holds for NFTs. Zeph Nhleko from DBSA on the bank's role within the economy and competing against traditional commercial banks.

Foreign SA bond holders have dropped from 42% to 25% and investors seem to think that, regardless of the yield South Africa can offer, it's just too risky: Bianca Botes – Citadel Global.

Nick Kunze from Sanlam Private Wealth unpacks Absa's update as impairments worsen. US earnings season kicks off. Citadel Global's Bianca Botes on the impact of the country's greylisting so far and what SA's doing to get off the list. Old Mutual Wealth's Ian Ferguson as high interest rates drive corporate demand for short-term cash yielding.

‘We have been given support to actually sell [Swiftnet] outright...We've two firm bidders and should be closing that process within a month or two’– CEO Serame Taukobong.

FNB's Wayne McCurrie on markets as US CPI sees equity markets higher and the dollar weaker.  Telkom CEO Serame Taukobong talks the future of Telkom Mobile and unlocking value in the business after the rejection of three deals. Simon offers his thoughts and details on the upcoming Nasdaq 100 surprise ‘emergency’ rebalancing.

‘Because we think prices are likely to improve from here we think that there is an opportunity to be adding to the sector. But it's not a slam-dunk’: Lonwabo Maqubela – Perpetua Investment Managers.

We’re seeing a small bounce from PGM miners, Lonwabo Maqubela of Perpetua discusses if this offers opportunity or is best left alone. Paul Hutchinson from Ninety One on how to value the rand using purchasing power parity (PPP), while considering risk factors. Cliffe Dekker Hofmeyr's Bridget Witts-Hewinson unpacks the legal aspects of installing rooftop solar.

So far only a handful of stocks have benefited from the AI hype and the underlying market has remained relatively subdued: Sean Kelly – Paragon Wealth Managers.

Faheema Adia from Momentum Securities on the two small(ish) deals announced by Invicta as it expands offshore.Jon Cherry from Cherry Flava talks innovation … how to spot it, and how to know when it’s failing. Paragon Wealth Managers's Sean Kelly on the magnificent seven doing all the heavy work lifting US indices higher.

Craig Antonie from AnBro Capital Investments considers it a fair assumption that we could see a rebound of sorts in the tech space.

Alex Duys from Umthombo Wealth on Mondi’s Canadian expansion. After a solid first half, US markets seem priced for perfection, Craig Antonie from Anbro Capital Investments takes a look. Keith McLachlan from Integral Asset Management on the value proposition for Transaction Capital.

Consumers are suddenly more willing than ever to dip into savings for experiences, notes Paul Donovan of UBS Global Wealth Management.

Chantal Marx from FNB Wealth and Investments talks packaging companies … Nampak is in trouble, Caxton is at almost five-year highs and Mpact is drifting. Are any offering value? UBS Global Wealth Management's Paul Donovan on the inflationary impact of Taylor Swift and Beyoncé music tours. Ernest North of Naked Insurance, talks insurance fraud and its impact on individuals, premiums and how data can help fight it.

This is to encourage ethical behaviour and due care by auditors, though auditors are generally doing a very good job – Imre Nagy from the IRBA.

Kea Nonyana from EA Capital takes a look at opportunities in the commodity space. Irba's Imre Nagy on new fine limits for offenders raised to R25 million and restrictions on the board's jurisdiction as it no longer oversees chartered accountants. Navigating portfolio rebalancing: Simon's insights on the process and risks.

Fiscal officials are being overburdened with work that ordinarily should be handled by SA’s provinces, municipalities and SOEs, notes Isaah Mhlanga from RMB.

Kieran Witthuhn from Anchor Securities on EU, UK and China PMI for June … all above 50 but slowing. Simon Fillmore from Independent Securities talks the bull case for equities even as investors climb the proverbial wall of worry. RMB's Isaah Mhlanga on National Treasury reputing concerns that there is weakness in SA's key financial institution

PJ Veldhuizen of Gillan and Veldhuizen Inc points to possible legal and ethical security issues that might arise from trusting the AI facility.

Independent analyst Jimmy Moyaha on markets as MultiChoice sees a 12% fall following a downgrade from JP Morgan … is there value here? PJ Veldhuizen from Gillan and Veldhuizen Inc on the need for AI policies in business. Laurette Ndzanga from PPS Investments on well-diversified portfolios translating into consistent returns.

‘I do think...we're going to see more and more [renewable energy] components being manufactured here’: Justin Schmidt – Absa Relationship Banking.

FNB's Wayne McCurrie talks markets as Pep introduces credit services for its customers and Mondi sells two Russian businesses. Justin Schmidt from Absa talks manufacturing and renewable energy. Roelie van Reenen from Beefmaster Group offers insights on the collapse of SA's small towns and the resultant threat to food production.

The tremendous amount of rain in the Western Cape has also drowned various orchards out and washed away infrastructure – Citrus Growers Association president Justin Chadwick.

Sanlam's Nick Kunze talks markets we hit the half-year mark … the Nasdaq had the best start to a year ever while local was a mixed bag. Justin Chadwick from the Citrus Growers Association discusses the EU's latest restrictions on orange imports.

Dr Adrian Saville of Genera Capital expects ‘at least one more hike, if not two’ in US interest rates. That's going to add pain.

Alex Duys of  Umthombo Wealth talks PGM stocks as, aside from Tharisa, they trade down over a third year-to-date. Is this an opportunity, or is the PGM boom over for now? Dr Adrian Saville Genera Capital asks what's happened to the expected US recession. All the late 2022 talk was of soft vs hard landing, yet nothing in sight? Simon offers his thoughts on why you should always keep your crypto in a hardware wallet off-exchange.

Paul Nixon of Momentum Investments discusses the application of predictive analytics and AI to help investors get to grips with what they are costing themselves.

Gary Booysen from Rand Swiss talks Hyprop's operational update … is he seeing value in local or global Reits? Paul Nixon of Momentum Investments on avoiding the behaviour tax as it's revealed that clients lost R600m during the pandemic due to emotional decisions. Futuregrowth's Lindani Vezi offers insights on the Transnet board as the loss of independent non-executive directors weakens governance.

Steven Beattie from Steven Beattie Tuition shares his thoughts around possibly disproportionate executive pay and bonuses.

Independent analyst Jimmy Moyaha unpacks the Naspers and Prosus plan to untangle their cross-holding web after just four years. Steven Beattie, independent analyst, on shareholder rights around executive remuneration. Kenny Meiring of SFP Wealth talks efficiently managing taxes at the start of retirement

While Asian subsidiary Kian Ann had a ‘really, really good year’, supply chain and inflationary pressures persist: CEO Steven Joffe.

Reko Nare from Anchor talks the latest news from Renergen as it gets the US/IDC loan. Steven Joffe from Invicta unpacks the company's strong results as mining continues to boom. Dennis Jedburgh of DoshFX on the QZ Asset Management crypto scam offering 400% a year.

During a ‘flight to quality’ a quality strategy typically performs well: Rademeyer Vermaak – STANLIB.

Sithembile Bopela FNB talks Transaction Capital. After announcing a funding deal for Gomo the share has slipped even further, now trading below 600c. Value or value trap? STANLIB's Rademeyer Vermaak offers insights on value in the local market and takes a look at different investment strategies. Martin Soderberg from Spear Capital unpacks favourable exit techniques for an unlisted investment.

‘AI has lots of applications. Which ones are marketable is going to be another story’: Fred Razak – chief trading strategist, CMTrading.

Kea Nonyana of EA Capital provides insights into Growthpoint's challenging update and Mr Price's tough financial results. What does Fred Razak of CMTrading foresee for the rest of 2023 as big tech stocks continue to thrive? Simon talks inflation … is it now moving in a one-way direction, heading back into the target range?

‘But there is some light here, especially with regard to employment,’ says research economist Dr Roelof Botha.

With local inflation at its lowest since April 2022, Lonwabo Maqubela of Perpetua offers insights on whether it's time to start looking at local retail. Exploring the NHI Bill: Gary Feldman of NMG Benefits delves into its implications for private healthcare. Research economist Dr Roelof Botha on the latest Afrimat Construction Index ... are we starting to see the early days of a recovery?

The addition of cement goes hand-in-glove with the mining and materials company’s construction suite of businesses – Bruce Williamson, Integral Asset Management.

FNB's Wayne McCurrie gives an analysis of updates from Standard Bank and City Lodge. Bruce Williamson of Integral Asset Management talks Afrimat's acquisition of Lafarge in a bid for increased construction sector dominance. Jackie Smith from Buyers Trust shares insights on first-time home buyers and essential tips for purchasing your first home

‘I think there are some really skilled people in the hedge-fund industry who can offer South African investors quite a lot...but they've been hamstrung by legislation for quite some time’: Luke Richardson – PPS Investments.

FNB's Chantal Marx unpacks Omnia's results which seemed a little light and Stor-Age financials which reported strong local operations. Insights from Luke Richardson of PPS Investments on proposed amendments enabling hedge funds in retirement funds. Johann van Tonder of Momentum discusses a recent South African household wealth survey which reveals inflation's impact on our wallets.

‘I think Pepkor does itself a disservice in terms of disclosure around Flash’: Keith McLachlan – Integral Asset Management.

Nick Kunze from Sanlam Private Wealth talks US data and whether the country still faces a recession. Integral Asset Management's Keith McLachlan analyses the performance of Pepkor’s Flash division and Absa CIB's Shirley Webber offers insights on the growth of renewable energy across the African continent.

‘The vast majority of what you're paying for is accidents. A very small percentage of your insurance premium is to cover thefts or hijackings’: Naked co-founder Ernest North.

Independent analyst Jimmy Moyaha unpacks the FOMC's latest rate decision. Crucial car insurance and cost-saving tips from Ernest North at Naked. Victoria Reuvers from Morningstar Investment Management SA on how to boost financial literacy for kids and teens.

Remote work is a long-term challenge to office space – FNB property strategist John Loos.

Mia Kruger of Kruger International on the MultiChoice results as the rest of Africa sees growth but SA falters. FNB's John Loos on the FNB Commercial Property Broker Survey as all commercial property sectors see increased pressure. Sandra Beswick from Fluence Capital offers insights on managing debt as an SME and how to avoid the pitfalls.

Whatever your investment style, ‘remaining diversified is a key metric for long-term portfolio returns and risk mitigation’: Sean Kelly – Paragon Wealth Managers.

Independent analyst JD Klopper talks Vukile's results and Thungela's update that shows Heps under pressure. Dawie de Villiers from Alexforbes on results that show decent growth despite a tough year. Sean Kelly from Paragon Wealth Managers offers insights on value vs growth investing. Is it one or the other, or is a combo key?

‘We like to believe that we've changed the landscape of corporate accountability in South Africa’: Executive director Tracey Davies.

Deryck Janse van Rensburg from Anchor Securities unpacks TFG's latest results which saw good revenue growth but a modest Heps increase and a decreased dividend. As shareholder activist NGO, Just Share, turns five, Tracey Davies discusses the many highlights over that period. Amol Prabhu from Barclays looks at how wealth in Africa has accelerated.

‘Understand the bets you are making in a portfolio...but be careful of the rand’: Marius Oberholzer – STANLIB.

Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global markets. Simon shares his perspective on the potential end of load shedding as renewables boom.

If you are very senior in age with enough capital, I think you shouldn't be considering alternatives. If you are younger you can take a bit more risk: Jaltech partner Jonty Sacks.

Where is independent analyst Jimmy Moyaha currently seeking value on the JSE?Jonty Sacks from Jaltech discusses the increasing interest in the broader asset class, as revealed by their recent alternative investments survey.Elana van der Berg, from Momentum Corporate, provides insights into the upcoming implementation of the two-pot system scheduled to take effect in March 2024.

‘The expected credit loss for GovChat primarily had an influence on both our basic and headline earnings’: Alan Salomon – CFO, Capital Appreciation.

Independent analyst Karl Gevers unpacks Premier Group's decent maiden results as a listed entity and British American Tobacco's decent update. Capital Appreciation's Alan Salomon on results as earnings fall, but the dividend is raised. Citadel's Maarten Ackerman talks local Q1 GDP figures and explains how SA just avoided a recession.

The wonderful thing is the sense that there's another project coming, and another one beyond that: Bruce Williamson – Integral Asset Management.

FNB's Wayne McCurrie unpacks Oceana's strong results and Sygnia's flat numbers. Bruce Williamson from Integral Asset Management offers insights on the Afrimat cautionary. Richard Rayne from the Entrepreneurs’ Organisation on the state of entrepreneurship in SA.

‘The risk of South Africa losing access to Swift – and in particular dollar payments – is deemed low, but it doesn't mean it's off the table’: Bianca Botes, Citadel Global.

Sanlam's Nick Kunze on the Nedbank update that shows a credit-loss ratio that was above the top end of their through-the-cycle target range. Botes from Citadel Global talks risks to the rand if SA gets sanctioned for Russian involvement. Chris Rule from CoreShares by 10X on the new ETF, which replaces the preference share ETF.

Over the last month or so we have been sitting in the $26 000, $27 000 range with a lot of sideways action: Christo de Wit – Luno country manager.

Insights from Chantal Marx, FNB, on attractive opportunities on the JSE and US debt default averted. Bitcoin enjoys a successful year, while the Ethereum Shanghai merge proves fruitful: Christo de Wit of Luno talks the latest cryptoverse news. Simon offers his thoughts on what an end to load shedding would mean for SA Inc profits.

Seemingly you can get 50% of earnings in naira out at the official rate, but it's probably closer to a third at the parallel rate: Cavan Osborne – Old Mutual Investment Group.

Lonwabo Maqubela from Perpetua on Spar's latest trading update, is Shoprite eating everybody's lunch? Cavan Osborne from Old Mutual Investment Group explains the perils of doing business in Nigeria. Bidvest Life's Melody Stander offers tips on how to reduce money stress.

What the lending banks are doing now may turn out to be some of the best lending that they do: ooba COO Alan Rubin..

Mia Kruger from Kruger International on Tiger Brands's results as margins are squeezed even as revenue rises 16%.Alan Rubin from Ooba talks house prices with prime at 14-year highs. How are they holding up?Herenya Capital Advisors's Petri Redelinghuys talks the gold price as it slides lower. What is he predicting?

As poor as the economic outlook might look for South Africa or the UK, for instance, valuations look very, very attractive in some of these markets: Ross Biggs – M&G Investments.

Carmen Mpelwane Investment Analyst Sanlam Investments on the Zeda results as revenue increased 20%.Ross Biggs Head of Equity at M&G Investments locally and globally markets are not about the economy in which the exchange is located. Harry Scherzer CEO Future Forex on the great forex rip off when buying or selling rands.

Renewable energy [Etion Create] is pleasing and growing fast: CEO Alan Dickson.

RMB's Matete Thulare on why the rate increase saw the rand trade out to worst-ever levels. Reunert's Alan Dickson on results as defence, cabling and renewables all have a great period. Ethan Dube from Vunani on results as they lose significant institutional clients.

You have to look where others aren't looking or have stopped looking to really outperform, because there may be a short-term issue – John Gilchrist, PSG Asset Management.

Independent analyst Jimmy Moyaha unpacks Reinet and Tsogo Sun Gaming results. PSG's John Gilchrist talks managing investment without fear of risk. Simon offers his thoughts on the Purple Group's rights issue and what you need to know ... and do.

‘The success story behind all of this can be attributed to efficiency improvements on our side and uptime of equipment’: Earle Peters – Transnet Port Terminals.

Alex Duys from Umthombo Wealth on RFG results as the stock trades at its lowest levels since listing in late 2014. Momentum Investment's Sanisha Packirisamy on a good inflation number for April, but what will the Sarb do today with the interest rate? Earle Peters from Transnet Port Terminals talks port traffic as Durban Agribulk Terminal handles its highest volumes in ten years.

Famous Brands, Sun International and Reunert are on the radar of Vanessa van Vuuren from Sanlam Investments.

FNB's Sithembile Bopela talks Coronation's results as it skips the dividend due to the Sars fine provision. Is there value post the fine? Phoevos Pouroulis from Tharisa on results which were boosted by chrome prices as PGM production falls 16%. Vanessa van Vuuren from Sanlam Investments on opportunities in the mid-cap SA Inc stocks and why all the bad news shouldn't sway you.

Load shedding and semigration are bringing some return to office, which bodes well for our vacancies – CEO Quintin Rossi.

JD Klopper from Mentenova unpacks results from Famous Brands and Balwin. Quintin Rossi of Spear Reit on strong results as its Western Cape focus pays off. Astral's Chris Schutte on results as diesel costs hit profits and the dividend is suspended.