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In expounding on Akamatsu’s 'flying geese' theory, First Avenue Investment Management’s Hlelo Giyose highlights domestic champions who solidify their home base and then take their businesses overseas.

Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are increasingly taking their businesses beyond their home borders. Simon shar...

Ricardo Smith from Absa Investments weighs up consumer pressures, inflation and what to expect.

'They're not there to incriminate everyone or try to restructure the market. They want to understand the market. They want to see how it operates' – Mark Thomas. Pinsent Masons.

Chantal Marx from FNB Wealth and Investments unpacks whether there's still value in Bytes after the tech stock has surged more than 50% since April. We also discuss softer-than-expected US inflation and why it's good news for markets. Mark Thomas from Pinsent Masons examines the Competition Commission's investigation into SA's franchising sector, while Harry Scherzer, CEO of Future Forex, explains...

CEO Charles Savage shares the group’s integration of Telescope AI to deliver smarter, AI-driven investment solutions.

Kea Nonyana from Prime XBT unpacks De Beers’s decision to shut its South African mine and what TSMC’s 36% revenue surge says about the strength of ongoing AI-driven chip demand. Charles Savage, CEO of Purple Group, explains the rationale behind the group's $10.75 million acquisition of Telescope AI and what it means for the business. Professor Adré Schreuder from UP discusses the latest Customer E...

JustMoney’s Sarah Nicholson explains the prevalence and operations of these group saving schemes , which range from informal cash holdings to formal banking and investment-type options.

Nick Kunze from Sanlam Private Wealth asks whether there's any value left in battered paper stocks Sappi and Mondi, and what ongoing geopolitical tensions mean for the oil price. Harris Gorre from Grovepoint Investment Management unpacks the booming private credit market and whether Jamie Dimon's "cockroaches" warning is starting to emerge. Sarah Nicholson from JustMoney shares practical tips on h...

'South Africa's economy has been resilient to shocks, but the resilience is also part of why it stagnates' – Aroni Chaudhuri, chief Africa economist at Coface

China is lagging its global peers more than at any point in 25 years. PSG Old Oak’s Schalk Louw explains why. Coface’s Aroni Chaudhuri on the global outlook, the Iran conflict, and what it means for local GDP growth and inflation. Simon asks: Are Meta and xAI selling data centre capacity a warning sign for the AI buildout?

‘Spar is the clearest example of where market concerns are actually firmly grounded in observable fundamentals': AG Capital’s Casey Sprake.

Tourism continues to recover, but where's the investment opportunity? Faheema Adia from Momentum unpacks the latest tourism data, the outlook for local leisure stocks, and what Hyprop's accelerated bookbuild means for investors. Short sellers have been increasing their bets against South African retailers. Casey Sprake from AG Capital explains what's driving those positions, what they're signallin...

‘We found that technology friction is effectively a hidden productivity tax that never really shows up on any dashboard' – Altron Digital Business MD Craig Stewart.

Kea Nonyana from PrimeXBT asks whether there’s still an energy trade in a world awash with oil, and shares where he’s finding value in the US beyond the tech giants. Craig Stewart from Altron Digital Business unpacks the employee experience of workplace technology, and why there’s often a gap between the tools staff need and what they actually have. Dr Wiehann Olivier from Forvis Mazars explains S...

'If you leave the process too late, there's going to be nothing left to rescue' – Eric Levenstein, director and head of the Insolvency and Business Rescue Department at Werksmans Attorneys.

Independent analyst Jimmy Moyaha unpacks Clicks, now trading on a PE roughly half its decade-long average. Is this a rare value opportunity, or are investors witnessing a changing of the guard? Eric Levenstein of Werksmans Attorneys discusses the business rescues of Murray & Roberts and Group Five, and what their success says about South Africa’s rescue framework. Frank Knight, CEO of Debtsource,...

Ian Anderson of Merchant West Investments discusses the sector’s 4.2% return in June alone, Delta Property Fund’s 50% surge and Hyprop and Vukile expanding in Europe.

Nick Kunze from Sanlam Private Wealth unpacks Hudaco's results in a tough trading environment and whether Japan's weak yen, rising yields and stronger markets are creating opportunity. Ian Anderson from Merchant West Investments reviews first-half Reit performance and the appeal of Italian property deals. Chris Fraenkel, Wealth Manager at Private Client Holdings, discusses the saving habits of Gen...

'I would really point all of your listeners to our recent central bank survey; it's a master class in being able to see what everybody's thinking’ – Taylor Burnette, World Gold Council.

Reko Nare from Anchor unpacks the growth of AMETFs in SA and globally, what's driving adoption, and where they add the most value. Taylor Burnette from the World Gold Council discusses the Gold Mid-Year Outlook 2026 and what lies ahead for the gold price this year. Simon weighs in on OpenAI's reported proposal to give the US government a 5% stake ahead of its anticipated IPO.

David Crosoer from PPS Investments reflects on how post-retirement investing is perhaps forcing a rethink.

Kea Nonyana from PrimeXBT unpacks South32's $5.6 billion sale of its Richards Bay aluminium smelter to Alcoa, before looking back at the first half of the year, with the JSE and gold under pressure while US equities, South Korea and oil emerged as the standout winners. David Crosoer from PPS Investments explains why he's rethinking the traditional equity-heavy portfolio. John Taylor from Liberty d...

‘Instead of trying to be particularly right on something, I think it's more important to prepare for those different potential outcomes' – Sean Neethling, Head of Investments at Morningstar.

Zimele Mbanjwa from FNB Wealth & Investments unpacks Absa's trading update. The stock looks cheap, but the market clearly didn't like what it saw. Ruen Naidu from Ninety One discusses what a new Fed chair with a hawkish stance and a structural reform agenda could mean for markets. Sean Neethling from Morningstar explains why investment success is less about making perfect forecasts and more about...