Business Day Spotlight

The growth and profit strategy SA’s largest listed group takes centre stage in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Ervin Tu, president and chief investment officer at Naspers and Prosus. Topics of discussion include: the group’s road to profits; investment philosophy; development of media businesses; AI opportunities; factors affecting valuations; and the gr...

The rise of insurance marketplaces, driven by technology, is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Vis Govender, co-founder at Everything. Insure and group CEO at firstEquity Group. Topics of discussion include: the structure of firstEquity Group; Everything. Insure’s business model; defining insurance marketplaces versus aggregators; trends in th...

The economics of SA’s consumer credit market is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Regan Adams, CEO of RCS. Topics of discussion include: local consumer credit statistics; the market for store cards; the power of data; credit beyond the Covid-19 pandemic; and regulatory hurdles. Business Day Spotlight is a MultimediaLIVE Production. Producer is...

The journey for one of Africa’s pay TV pioneers is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by businessman Nolo Letele. Topics of discussion include: Letele career in technology and broadcast; history of MultiChoice over the last three decades; the journey to become the continent’s largest pay TV player; and thoughts around the impending merger of Multi...

The economics of online sports betting in SA is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Sportingbet’s Retief Uys. Topics of discussion include: Sportingbet’s business; growth of online betting in SA; use of data to increase consumer participation; popular sports; responsible gambling; and disposable incomes. Business Day Spotlight is a MultimediaLIV...

Efforts to reduce communication cost in SA is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Jorge Mendes, CEO at Cell C. Topics of discussion include: the purpose of call termination rates and the new proposals; impacts on the local industry; whether or not this move will result in lower communication costs; and suggestions to improve the rules. Business...

iStore’s push to increase adoption of Mac computers in businesses is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Sudesh Pillay, executive head of iStore Business, the enterprise unit for one of SA’s top Apple retailers. Topics of discussion include: growth in Mac use; pricing trends for Apple based systems; shifting mindsets beyond creative communities;...

The economics of micro lending in SA is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Simphiwe Phakathi, executive head of sales and distribution at EasyPay Everywhere. Topics of discussion include: increased demand for micro lending in SA; EasyPay’s plan to capture market share in that market; and continued pressure on consumers. Business Day Spotlight i...

Ongoing consumer shifts towards usage as opposed to ownership of electronics is the focus in this edition of the Business Day Spotlight.  Host Mudiwa Gavaza is joined by Mishaan Ratan, co-founder and chief marketing officer at Rentoza, a subscription based e-commerce platform in SA.  The discussion include: Rentoza’s business model; growth of e-commerce in SA; consumer shift towards subscription s...

The economics of digital infrastructure, specifically data centres, is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Jan Hnizdo, CEO of Teraco Data Environments. The discussion include: Teraco’s business mode; linvestment case for digital infrastructure; technologies driving data centre development; investor interest in the space; and Teraco’s investment...

Key economic factors ahead of SA’s May 29 general elections is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Ndumiso Kubheka, chief economist at KH Equity Partners. The discussion include: economic considerations ahead of local elections; importance of the US election; monetary policy implications; concerns for businesses and consumers; and the place of a...

Opportunities in SA’s creative industries, specifically film, television and gaming, is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Micky Wostenholm, director at Talent10 Holdings. The discussion include: Talent10 ambitions in film, gaming and television; opportunities in the creative sector; the investment case for such projects; the state of SA’s crea...

The growth of independent telecom tower companies is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Raul Katz, a researcher and president of consulting firm Telecom Advisory Services. The discussion include: the business of independent tower companies; history of telecoms infrastructure strategies; economics of owning cellphone towers; and investor appetit...

The Junior Indaba is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Mihlali Sitefane, founder of law firm, Sitef & Co. The discussion include: distinguishing between the Mining Indaba and the Junior Indaba; Sitef & Co’s business model; opportunities for mining in SA; and challenges facing small players in the sector. Business Day Spotlight is a MultimediaL...

The economics of industrial property is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Dean Shillaw, MD at Impact North and Mark Truscott, head of leasing at Improvon. The discussion include: Improvon’s business model; investments in Kenya; economics of industrial property; tax benefits and other incentives for special economic zones; and strategy. Busines...

The path to profitability for one of say’s largest fintech players is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Jeff Parker, CEO of Paymentology. The discussion outlines the company’s journey over the years; business model; raising capital; and the current make up of the business. Business Day Spotlight is a MultimediaLIVE Production. Producer is Demi...

SA’s tech skills shortage for women is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Thoko Miya, CEO of GirlHype. Topics of discussion include: GirlHype’s mission and purpose; the organisation’s operating model; challenges facing women in tech; and details of SA’s tech skills shortage. Business Day Spotlight is a MultimediaLIVE Production. Producer is Dem...

The business of foreign exchange (forex) is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Harry Scherzer, CEO of Future Forex. Topics of discussion include: Future Forex’s business model; standard practices and pricing of banks in this market; regulations governing the movement of money; and strategies to win customers. Business Day Spotlight is a Multime...

Amazon’s strategy to win SA’s competitive e-commerce market takes centre stage in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Robert Koen, MD of Sub-Saharan Africa at Amazon. Topics of discussion include: Amazon’s value for customers and merchants by having a presence in SA; logistics and fulfilment; and assessment of competition. Business Day Spotlight is a Multime...

Data led decision making is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Zimkhita Buwa, new CEO at Intellinexus, together with company founder, Jacques du Preez. Topics of discussion include: Intellinexus; evolution of business intelligence; using data for decision making; and the role of AI. Business Day Spotlight is a MultimediaLIVE Production. Produce...

Passive investments and tracking indices is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Daniel Dos Passos, senior portfolio manager at RMB Indexation. Topics of discussion include: active versus passive investment; FirstRand’s use of indexation products; state of the market; alternative investments; and an outlook for the sector. Business Day Spotlight...

Technology, media and technology (TMT) is the focus in this edition of the Business Day Spotlight.  Host Mudiwa Gavaza is joined by Chele Moyo, TMT coverage banker at Absa CIB and Barbara Asafu-Adjaye, head of TMT at Absa Ghana.  Topics of discussion include: the African Union Digital Transformation Strategy, importance of digital infrastructure and connectivity on the African continent, the role...

The economic implications of artificial intelligence use in music is the focus in this edition of the Business Day Spotlight. Host Mudiwa Gavaza is joined by Chola Makgamathe, general manager for legal service at the SA Music Rights Organisation (SAMRO). She also serves as chairperson of the Copyright Coalition of SA. Makgamathe highlights the current trends, discussions and potential impact of AI...

Artificial intelligence (AI) development with a telecoms operator is the focus in this edition of the Business Day Spotlight. Our host Mudiwa Gavaza is joined by Stefan Steffen, group head of data and AI at Telkom. He highlights what AI means for Telkom and the broader telecoms context industry; realities involved in commercialising AI systems; and making clear the relationship between AI and data...

Cuts in tax incentives for foreign film and television projects is the focus in this edition of the Business Day Spotlight. Our host Mudiwa Gavaza is joined by Nick Cloete, Animation SA’s head of policy and outgoing National chairperson; Paul Raleigh, director at Hollard Film Guarantors; and Ayanda Sibisi, interim general secretary the Independent Producers Organisation (IPO). Topics of discussion...