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‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are essentially banking on’ – Dr Michael Power.

Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic commentator, explores where the real value in AI will emerge as the race for dominance intensifies.

‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial for Johannesburg's residential property market.

‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warranted or not’ – Anthea Gardner, Cartesian Capital.

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech investment options, does Datatec make the cut? Anthea Gardner from Cartesian Capital explores the price of fear and what it reveals about the bond market. Plus, Simon looks at the surprisingly tiny size of South Africa’s ETF market.

In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.

Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index, while KPMG’s Frank Blackmore explores African CEO confidence, risks, AI and where SA stands.

If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial advisor’: Sebastien Alexanderson, Debt Advisors CEO Sebastien Alexanderson.

Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt and practical ways to manage financial stress.

John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.

Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of risks to equities as bonds and stocks diverge, while PSG Asset Management’s Dirk Jooste explains how understanding your Regulation 28 fund can boost returns.

Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.

Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a decade of successful investing. Plus, Juan Carlos from Artigas World Gold Council on how digital gold could attract a new generation of investors.

Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages, water-pipe bursts, theft, and non-payment’.

Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent property analyst Keillen Ndlovu unpacks how local Reits are investing in water security for their buildings. Simon on why investment fees matter, what to watch out for and why you should always ask about the EAC.

‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.

Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren Hele discusses tough trading conditions despite price decreases on some products. Plus, Hugh Hacking from Momentum Corporate weighs in on better-than-expected local inflation and the key details from the MTBPS.

PwC Reward Partner Khosi Mabaso finds it ‘encouraging to see that shareholders are seeing how non-executive directors are contributing from a board level’.

Chantal Marx from FNB Wealth and Investments unpacks production updates from Kumba and Anglo American ahead of the Teck merger. Courtney Cox from Tax Consulting SA warns of the severe consequences of missing Friday's Sars deadline. Plus, PwC's Makhosazana Mabaso digs into the latest 2026 Directors' Remuneration and Trends report, covering the JSE's 200 largest companies.

‘Because our exposure to the public sector is not as high leading up into these elections, we held back a little – and that distorted the [interim] numbers a little’ – CEO Ben Pierre Malherbe.

Alyssa Viljoen from Merchant West Investments unpacks South32's latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone. Karooooo CEO Zak Calisto discusses first-half results and how fuel prices are shaping client demand for its services. Plus, Calgro M3 CEO Ben Pierre Malherbe on results, infrastructure investment at Bankenveld District City and the continued disposal of non-core assets.

Maarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and infrastructure investment.

Sanlam Private Wealth's Nick Kunze on US bank earnings, MTN's selloff and opportunities in telcos. Investec's Chris Holdsworth on rising inflation, a brighter Q4 and the path to investment grade. CPUT's Maarten van Doesburgh on turning South Africa's commodity windfall into lasting economic growth.

KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.

Danie Dörfling-Kruger from Moore Infinity unpacks Equites Property’s results as it largely exits the UK, PSG Financial Services navigating a tougher trading environment, and Famous Brands continuing to lag Spur. Frank Blackmore, from KPMG SA, explores the shifting investment landscape as investment rather than consumer spending emerges as a key growth driver. Plus, Simon looks at the positive feedback loop in the bond market as Treasury potentially reduces new bond issuance.

Barry Kaganson, CEO of Auria Senior Living, points to the worrying projection that ‘about one in six South Africans will be over the age of 60 by 2050’ – many requiring mental, physical and financial assistance.

A look at China’s stock market struggles as US markets reach new highs, and why South Africa is ill-prepared for its ageing population.

Citadel Fiduciary partner Mbonisi Ndlovu reviews the impacts of the proposed Regulation of Trusts Bill 2026.

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.

Izak Odendaal of Old Mutual Wealth looks at why global bond turmoil is putting local bonds in focus ahead of the MTBPS.

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.

‘It really is a good story for the mining industry’ notes PwC partner Vuyiswa Khutlang.

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.

‘Climate affects credit risk, market risk, strategy, capital allocation – and in this sense ultimately shareholder value’: Climate risk analyst Odinakachi Okeke, KK.

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 making matters worse?

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.

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.

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.’

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.

EVs have ‘become a conversation for certain people that we would never have expected before this year’ – Alan Quinn from Cars.co.za.

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.

Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.

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.

‘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.

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 them.

Pattern CEO James Townsend looks at how shrinking waistlines are disrupting fashion retail and sizing standards.

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.

Andrew Fulton from Eighty20 considers meat inflation and agricultural volatility amid foot-and-mouth disease and shifting consumer habits.

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 foot-and-mouth disease drove them sharply higher – can they stay lower for longer?