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Bytes Technology sells off on strong results Oct 14, 2026 23:03 A look at the sharp sell-off in Bytes Technology shares following its results and acquisition of CyberOne, and whether South Africa’s auditing profession is ready for the future.

[TOP STORY] The positive bond feedback loop: SA’s economic resilience Oct 13, 2026 5:16 Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.

Boxer coming for Shoprite's retail crown Oct 13, 2026 21:26 Alyssa Viljoen from Merchant West Investments unpacks Boxer's strong cash conversion and new CEO. Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS. Plus, Duma Mxenge from Satrix explains the all-important effective annual cost and why investors need to understand it.

[TOP STORY] SA mining in 2026: Capital allocation, discipline, and resource resilience Oct 12, 2026 7:20 ‘It really is a good story for the mining industry’ notes PwC partner Vuyiswa Khutlang.

JSE at yearly lows: Time to buy or brace? Oct 12, 2026 21:35 The Top 40 records its lowest weekly close of the year. Buying opportunity or cause for concern? Nick Kuze from Sanlam Private Wealth weighs in, and US earnings season kicks off with the banks. PwC's Vuyiswa Khutlang unpacks the state of SA's mining sector, while Liberty's Zandile Makhoba discusses research showing how South Africans overspend on celebrations.

[TOP STORY] Evaluating SA’s Big Five banks on climate risk and transition strategies Oct 9, 2026 9:27 ‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.

Naspers/Prosus: ‘Steal of the century’ Oct 9, 2026 20:30 Kea Nonyana from PrimeXBT on the Prosus food delivery update. Is the sector worth a bite, and are Prosus and Naspers bargains after the sharp sell-off? Odinakachi Okeke from Just Share reveals how SA banks stack up on climate risk in the latest How Cool Is Your Bank? report. And Simon tackles the Premier Group–RFG Competition Commission drama. A messy deal with no easy answers – and is management

[TOP STORY] How much did we give last year? Oct 8, 2026 6:54 Nedbank Private Wealth’s The Giving Report reveals a shift towards younger generation philanthropy and increased time donations: Tracy Muller, head of Advice and Philanthropy.

Would you want to manage your own RA? Oct 8, 2026 20:24 Afrimat hits a rough patch and Premier Group faces a Competition Commission probe – Alyssa Viljoen from Merchant West Investments weighs in. Kyle Wales from Prospr Invest on putting investors in the driver’s seat with a self-managed RA. Tracy Muller from Nedbank reveals where wealthy South Africans are giving – with almost R6bn donated in 2025.

[TOP STORY] The 5% bond yield reality Oct 7, 2026 6:31 Sean Kelly of Parity Wealth navigates the new global hurdle rate and its impact on equities. ‘I think bonds deserve a much bigger seat at the table now, but it doesn't mean sell equities, buy bonds.’

The benefits of holding some cash Oct 7, 2026 22:01 Chantal Marx from FNB Wealth and Investments on where to put new money as uncertainty rises and fuel tops R30/litre. Sean Kelly from Parity Wealth asks whether US bond yields above 5% mean it’s time to rethink your portfolio. And Lullu Krugel from PwC South Africa unpacks what’s holding back SA’s economic growth.

[TOP STORY] Rising fuel costs, EVs and the shift in second-hand car markets Oct 6, 2026 6:17 EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.

Reit balance sheets strongest in a decade Oct 6, 2026 21:18 Independent analyst Jimmy Moyaha on Sappi’s struggles with its proposed graphic paper JV, plus Sanlam’s move to buy Santam. Ian Anderson from Merchant West Investments unpacks September’s Reit returns, driven by strong dividend increases from a number of recent results. Alan Quinn from Cars.co.za on how high fuel prices are changing consumer buying habits when shopping for a car.

[TOP STORY] Finding value beyond the AI trade Oct 5, 2026 5:34 Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

Do elections matter for markets? Oct 5, 2026 20:56 Nick Kunze from Sanlam Private Wealth unpacks weaker-than-expected US jobs data and, with US and local elections a month away, how he’s positioning portfolios. Keith McLachlan from Element Investment Managers on where he’s finding offshore value beyond the AI trade. Tim Carr, investment director at Schroders, shares their latest multi-asset views, including the opportunity in EM bonds.

[TOP STORY] The rise of retail investors and active ETFs in SA Oct 2, 2026 6:44 ‘Unit trusts are fractional, so they're very easy to put on a list. ETFs trade on the exchange, but you can trade them intraday. So they each have their own positives – and negatives’: Niki Giles from Prescient Fund Services.

Why the sudden rand weakness? Oct 2, 2026 20:18 Capitec is 10% off its highs – is there value on offer? Danie Dörfling-Kruger from Moore Infinity weighs in on the results and where the opportunities are in local banks after a stellar 18 months. Niki Giles from Prescient Fund Services on the ETF boom and why actively managed ETFs are surging. Plus, Simon gets into RSA Retail Savings Bonds: how they work, the risks and who should be considering t

[TOP STORY] Weight-loss drugs: The retailer’s headache Oct 1, 2026 6:41 Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.

The rand grows up and calms down Oct 1, 2026 20:33 Has the rand lost its rattlesnake bite? Investec’s Matete Thulare crunches the numbers as big moves fade and trading ranges tighten. Pattern CEO James Townsend unpacks how the GLP-1 weight-loss boom could shake up fashion retail. Plus, INN8 Invest’s Leigh Kohler on making uncertainty work for investors and finding outperformance in the new normal.

[TOP STORY] Chicken or beef? Sep 30, 2026 6:15 Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.

Black market still hurting British American Tobacco Sep 30, 2026 20:10 Zimele Mbanjwa from FNB Wealth and Investments unpacks British American Tobacco’s Capital Markets Day presentation and asks whether there’s still value in a declining industry. Hiten Keshave, co-founder of Unconventional Capital & Advisory, on why corporate enterprise development isn’t creating more viable long-term suppliers. Plus, Eighty20’s Andrew Fulton looks at declining meat prices after foo

[TOP STORY] Gold price outlook: Trend analysis, support levels, and strategic positioning Sep 29, 2026 6:30 Petri Redelinghuys from Herenya Capital Advisors contemplates gold retreating to $4 000/oz, when to buy, and which miners stand out.

Clicks goes big on premium beauty Sep 29, 2026 20:01 Alyssa Viljoen, MD at Merchant West Investments, unpacks PPC’s disappointing update and Clicks’ bigger push into the competitive beauty space. Petri Redelinghuys from Herenya Capital Advisors on gold heading for $4 000 – and when it’s time to buy, which miners stand out? Plus, Mark Phillips from PPS Investments explores offshore investment opportunities beyond the AI trade.

[TOP STORY] Property investment evolves from scarcity to certainty and productivity in Africa Sep 28, 2026 5:53 ‘I would say that successful investors are buying the productive capacity of a place as much as the actual building on it’ – capital market analyst Casey Sprake

Market chaos? The rand hasn’t noticed Sep 28, 2026 18:57 Where can investors find returns as a rocky year enters its final quarter? Independent analyst Jimmy Moyaha weighs in. AG Capital’s Casey Sprake explores Africa’s property opportunities and why certainty matters, while Adishan Naidoo unpacks a structured note linked to the local platinum sector.

[TOP STORY] Township consumer insights: The high cost of coping in 2026 Sep 25, 2026 8:56 Mongezi Mtati, senior brand strategist at Rogerwilco, points out that ‘It changes lives … if you get home at six or seven in the evening and suddenly don't have power and don't have water, don't have the money to buy the fast food … for supper for a family of four to six’.

Is the US heading for 6% yields on the 10-year? Sep 25, 2026 19:49 Rates are rising – but how high can yields go? Pooja Tanna from Perpetua Investment Managers on local and US rates and where the US 10-year yield tops out. Mongezi Mtati from Rogerwilco unpacks their latest Township Customer Experience Report as consumers feel the squeeze. Plus, Simon on life insurance – when it matters and why.

[TOP STORY] Navigating the shift toward new energy vehicles in SA Sep 23, 2026 7:26 De Wet Taljaard from Investec Sustainable Solutions thinks the second-hand EV and NEV market will open up electric mobility to a broader spectrum of SA consumers.

Pick n Pay and Spar: Value or value trap? Sep 23, 2026 22:10 Pick n Pay has a new CEO-designate – but are beaten-down Pick n Pay and Spar finally offering value? Chantal Marx from FNB Wealth and Investments weighs in. EV sales are surging off a low base. De Wet Taljaard from Investec Sustainable Solutions asks: Is South Africa ready to go electric? And SA’s banks delivered largely strong first-half numbers. Rivaan Roopnarain from PwC South Africa digs into

[TOP STORY] Navigating the transition from Jibar to Zaronia Sep 22, 2026 6:44 Yushavia Ramlall from Intengo Market highlights the need for operational readiness and Treasury’s challenges.

Local food producers pricing in El Niño worries Sep 22, 2026 20:34 Danie Dörfling-Kruger from Moore Infinity unpacks Oceana’s latest update as fish shortages hit much-loved Lucky Star, and looks at the outlook for food producers ahead of a potential drought season and higher input costs. Yushavia Ramlall, COO at Intengo Market, explains the switch from Jibar to Zaronia and what it means for the debt market. Plus, Gilbert Punt, CEO of Kuda FX, on how CFOs can bett

[TOP STORY] SA’s rising private sector participation and improving economic fundamentals Sep 21, 2026 7:13 ‘Suddenly we open our eyes and things are busy happening around us’, notes PSG Financial Services chief economist Johann Els.

What to do with Eskoms surplus energy Sep 21, 2026 20:02 Nick Kunze from Sanlam Private Wealth unpacks Remgro’s results, AlexForbes borrowing ±R2.1bn to buy back shares, and that odd Stadio closing price. Johann Els from PSG Financial Services checks in on reforms from the last decade that are finally making real progress. Plus, Safeera Loonat from KPMG South Africa on a new challenge: What do we do with too much electricity being generated?

[TOP STORY] Asimov's ‘I Robot’ playing out? Sep 18, 2026 8:41 Viv Govender from Rand Swiss lays out the AI safety debate: Navigating global risks, regulation, and the future of advanced intelligence.

When to buy falling stocks Sep 18, 2026 20:01 Danie Dörfling from Moore Infinity unpacks strong momentum as earnings hit the R7 billion target a year early, plus a Bytes Tech update the market loved. Viv Govender from Rand Swiss asks whether talk of an AI slowdown is real, necessary or opportunistic – and what it could mean for AI-related stocks. Plus, Simon on catching falling knives: buying shares on the way down … only to watch them keep f

[TOP STORY] Why private capital needs a stronger pipeline of investable projects Sep 17, 2026 7:21 Trevino Ramsamy from STANLIB Asset Management argues for unlocking SA's economic growth through infrastructure investment by pension funds.

US rate hike will do no favours for gold Sep 17, 2026 21:28 Petri Redelinghuys from Herenya Capital Advisors unpacks the overnight FOMC rate decision and asks whether the party is over for gold. Cobus Loots, CEO of Pan African Resources, discusses record results and plans to grow production despite rising costs. Plus, Trevino Ramsamy from STANLIB Asset Management on why private capital needs a stronger pipeline of investable projects.

[TOP STORY] Expanding SA-China economic partnerships makes sense Sep 16, 2026 6:25 China’s zero-tariff policy, ‘when you're doing your numbers and looking at margins, looking at that certainty … starts to really make a good case for why the East is worth considering’ by certain African businesses and sectors: Luthando Vuba from Standard Bank Business and Commercial Banking

Attacq’s offices are back in demand Sep 16, 2026 21:29 Zimele Mbanjwa from FNB Wealth & Investments unpacks the Premier Group update, which now includes RFG, the likely closure of its fruit-processing plant, and the latest from iOCO. Jackie van Niekerk, CEO of Attacq, discusses strong full-year results, with both office and logistics delivering. Luthando Vuba from Standard Bank looks at China’s new zero-tariff policy and the opportunities it could unl

[TOP STORY] Navigating market fundamentals, education, and discipline in financial success Sep 15, 2026 7:16 Author Bandile Mathebula urges students seeking wealth from the markets not to leave their studies before acquiring the skills and knowledge necessary for investing and trading.

Optasia expects markedly weaker second half Sep 15, 2026 21:45 Alyssa Viljoen, MD at Merchant West Investments, unpacks Optasia’s strong H1 results and the guidance pointing to a much weaker H2. Warren Buys from Private Client Holdings weighs in on rising US bond yields as the 10-year hits 5.0%. Plus, Bandile Mathebula, founder of Shares Worldwide, discusses his ‘Fundamentals Never Lie’ tour across local tertiary campuses.

[TOP STORY] Insights on Karoo wind energy and grid expansion Sep 14, 2026 5:52 CEO Mark Tanton explains how, because Eskom could not progress with its grid plans, Red Cap Energy developed a parallel 132kv transmission line running near the Tsitsikamma River area up to Port Elizabeth.

Why FOMC needs to hike rates this week Sep 14, 2026 19:43 Nick Kunze from Sanlam Private Wealth unpacks US inflation ahead of Wednesday’s FOMC announcement, plus trading updates from Remgro and Life Healthcare. Mark Tanton, CEO of Red Cap Energy, discusses the transmission-line challenges facing the Eastern Cape’s wind power build-out. And Frikkie van Loggerenberg, CEO IFSA Asset Managers, reveals how hidden costs can quietly eat into your portfolio retu

[TOP STORY] Redefining credit beyond debt Sep 11, 2026 5:28 Experian South Africa’s Sikhulule Mabece points out that good credit can be ‘an opportunity for you to gain access to opportunities that you wouldn't normally have’.

Apple bets on new iPhone chip to boost AI Sep 11, 2026 20:11 Kea Nonyana from PrimeXBT unpacks the performance of AI stocks. Sikhulule Mabece from Experian South Africa reveals what your credit history says about how you manage debt. And Dirk Jooste from PSG Asset Management explains why global uncertainty is strengthening the case for active management.

[TOP STORY] What you need to know when RSUs or share options vest Sep 10, 2026 6:19 Future Forex CEO Harry Scherzer explains that there are many specialists that can help you bring offshore share-award funds into SA. ‘Typically, they'll not only be cheaper, but also more helpful than the bank in doing so’.

Global oil inventories run low as supply tightens Sep 10, 2026 20:20 Petri Redelinghuys, founder of Herenya Capital Advisors, breaks down the latest moves in the oil price. Future Forex CEO Harry Scherzer explains what employees need to know when RSUs or share options vest. And Shop2Shop’s Annelene Dippenaar asks whether entrepreneurship can do enough to tackle unemployment.

[TOP STORY] How an expired trust left a farmer’s legacy in limbo Sep 9, 2026 6:40 Nevetha Maharaj from Private Clients by Old Mutual unravels a possible consequence of just assuming your testamentary affairs are in place.

Are precious metals still worth the risk? Sep 9, 2026 20:54 Chantal Marx from FNB Wealth and Investments unpacks Super Group’s full-year results. Nevetha Maharaj from Private Clients by Old Mutual shares the key questions to ask when managing a trust. And Jeff Tshikhudo of Allan Gray asks whether investors should be lured by the shine of precious metals.

[TOP STORY] Realising the might of SMMEs within SADC Sep 8, 2026 8:07 Faizal Mkhize declares that Absa Business’s ‘aim is … to make sure that we can put our resources together to unlock value for SMMEs’.

Why employers need to rethink what a living wage means Sep 8, 2026 23:04 Jimmy Moyaha, independent analyst, unpacks Sun International’s latest results. Prof Ines Meyer, chair of the Living Wage South Africa Network, considers whether a living wage could strengthen SA businesses. Absa Business's Faisal Mkhize explains why small businesses should have topped the SADC Summit agenda.

[TOP STORY] What the Canal reopening could mean for SA businesses Sep 7, 2026 8:42 Vernon Sinden from Investec Business and Commercial Banking says ‘a lot of clients are moving ocean freight to air freight, because of the unpredictability in the market, weather conditions and so on,’ and now opting for just-in-time ordering.

SA property loses its shine as investors take profits Sep 7, 2026 20:35 Nick Kunze of Sanlam Private Wealth previews Tuesday’s Q2 GDP figures and the impact of the Middle East storm. Investec’s Vernon Sinden on what the Suez Canal reopening means for SA businesses. Plus, Richard Henwood of Merchant West Investments unpacks SA Reits’s August performance.

[TOP STORY] Smaller turkeys on the Christmas table? Sep 4, 2026 6:13 Independent economist John Loos expects the ongoing Middle East conflict to lead to postponable end-of-year spending as well as an interest-rate hike.

PGM stocks: Still worth a look on weakness Sep 4, 2026 19:56 Faheema Adia from Momentum unpacks Discovery's strong results as the bank hits profit and Implats financials as PGM miners continue to print money, but are any of them worth buying? John Loos on the risk to the year-end consumer spending as the Iranian war drags on. Simon's thoughts on his AI usage as he’s expanded the skills over the last six months.

[TOP STORY] Motus 2026 results show the benefit of Chinese imports Sep 3, 2026 7:18 CEO Ockert Janse van Rensburg reports that Tata is again doing very well and last year 57% of vehicles imported actually came from India – the likes of Suzuki, Toyota, Hyundai, Kia and Renault.

Will Woolies say goodbye to fashion? Sep 3, 2026 21:31 Alyssa Viljoen, MD of Merchant West Investments, unpacks the Woolies and Aspen results. Cashbuild CEO Werner de Jager discusses rising revenue, lower profits, the Malawi exit and the acquisition of three Amper Alles stores. Plus, Motus CEO Ockert Janse van Rensburg on full-year results as cheap Chinese imports continue to pressure sales.

[TOP STORY] Shoprite aims to become ‘your everyday store’ Sep 2, 2026 6:45 CEO Pieter Engelbrecht talks 2026 results as the retailer pushes into coffee and telco. Smart diversification, or 'taste and see'?

Sea Harvest explains where the sardines have gone Sep 2, 2026 21:03 Independent analyst Jimmy Moyaha unpacks decent Sasol results – but for now, is the share price simply an oil-price story? Shoprite CEO Pieter Engelbrecht talks results as the retailer pushes into coffee and telco. Smart diversification, or are they throwing spaghetti at the wall? Sea Harvest CEO Felix Ratheb on growing profits despite softer revenue and persistent headwinds.

[TOP STORY] Is your will adequately prepared? Sep 1, 2026 7:23 People ‘don't really have an understanding of the amount of cash-flow strain that a family unit is put under between the funeral and when the inheritances actually start flowing’: Craig Baker from Capital Legacy.

Bidvest battles SA’s low-growth economy Sep 1, 2026 21:02 Viv Govender from Rand Swiss unpacks Bidvest’s improving margins and an Old Mutual trading update that got the market’s approval. RCL Foods’s Rob Field discusses results hit by pressure in sugar and dry pet food. Plus, Capital Legacy’s Craig Baker introduces the new Estate Readiness Index™️ survey – what it measures and what it reveals.

[TOP STORY] What’s your cybersecurity stock of choice? Aug 31, 2026 5:46 Keith McLachlan from Element Investment Managers expresses views on CrowdStrike AA, Palo Alto, Zscaler and Fortinet.

Rate hike bets return as Fed outlook shifts Aug 31, 2026 20:35 Nick Kunze from Sanlam Private Wealth breaks down the key takeaways from Kevin Warsh at Jackson Hole, plus results from Stadio and Northam Platinum. Keith McLachlan from Element Investment Managers looks at cybersecurity stocks as alternatives to CrowdStrike, which, despite strong results, trades at an extreme valuation. Plus, Warwick Lucas from Vunani and Professor Raymond Parsons from North-West

[TOP STORY] Investment strategies, AI and human governance Aug 28, 2026 8:26 The more capable machines become, the more valuable humans become, posits David Crosoer of PPS Investments.

Rand rides the tailwinds higher Aug 28, 2026 20:37 Analysis of what a stronger rand means for SA, the economy and investors. Plus, where the investment opportunities lie beyond the AI hype cycle and why humans still need to remain in charge.

[TOP STORY] Younger buyers not skimping on car insurance Aug 27, 2026 5:03 Naked Insurance co-founder Sumarie Greybe looks at how affordability and greater options are reshaping motorists’ choices.

Nvidia circular deals cloud exceptional results Aug 27, 2026 19:39 Analysis of Nvidia’s latest results and what the numbers signal for the AI boom. We also look at how affordability and younger buyers are changing the choices South African motorists make.

[TOP STORY] Does economic data matter at all in the current market? Aug 26, 2026 5:54 Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

Gold Fields has a Ghanaian headache Aug 26, 2026 20:39 Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

[TOP STORY] What really drives returns on the JSE? Aug 25, 2026 7:41 ‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

MTN: Is a R6bn share buyback the best use of cash? Aug 25, 2026 21:36 Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.

[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future Aug 24, 2026 6:23 ‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

Cell C results: Is the value proposition compelling? Aug 24, 2026 22:30 Analysis of Cell C’s latest results as the stock trades just below its November IPO price, and a look at how a tough decision taken by Richemont a decade ago is paying dividends in today’s share price.

[TOP STORY] Preferring active over passive in the current environment? Aug 21, 2026 6:00 Luigi Marinus of PPS Investments cautions that chasing hot stocks might burn your passive portfolio.

Spur with a taste for dividends Aug 21, 2026 19:41 Analysis of Spur’s strong results against a tougher performance from Exxaro and the opportunities that shifting market regimes are creating for active investors.

[TOP STORY] The complex forces behind July’s inflation drop Aug 20, 2026 5:22 Investec’s Tertia Jacobs breaks down July inflation, which came in below expectations, and considers the fuel price rollercoaster.

DRDGold’s margin focus pays off Aug 20, 2026 20:38 Analysis of DRDGold’s results as earnings surge, and a look at Merchant West’s R5bn asset-backed note programme.

[TOP STORY] Lessons SA can take from Spain’s turnaround Aug 19, 2026 6:46 Izak Odendaal from Old Mutual Wealth Investment explores how the best-performing big economy in Europe bounced back from a devastating economic crisis in the early 2010s.

Absa delivers – and still looks cheap Aug 19, 2026 20:49 Analysis of Spain’s economic turnaround and the lessons SA can take from its recovery, plus a look at why medical savings accounts run out so quickly.

[TOP STORY] Gold moving with shares rather than the reverse Aug 18, 2026 4:21 ‘We still want to own gold, but just at a much smaller position size' – Tim Acker, portfolio manager, Allan Gray Equity Fund.

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