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Old Mutual Wealth Strategist Izak Odendaal explores what the AI-driven capital expenditure boom means for investors.

Petri Redelinghuys from Herenya Capital Advisors unpacks Bitcoin as it trades near its lows for the year and almost 50% below its highs. Izak Odendaal from Old Mutual looks at the AI capex boom and the growing concentration risk facing investors. Plus, Ged Nooy of Field Force asks who’s winning the payments battle in the township economy – traditional banks or fintechs?

Christo de Wit of Luno says that since the launch of tokenised stocks and ETFs last year, ‘we've now crossed the 50 000 customer mark’ with particular interest from the younger generation.

Chantal Marx from FNB Wealth and Investments unpacks Telkom’s latest results and looks ahead to the Canal+ listing today – is there real investor appeal in the new listing? Christo de Wit from Luno discusses the rise of tokenised equity assets and why they’re increasingly capturing the attention of younger investors.

‘We call it unravelling the black box … We allow banks to understand how people actually manage their money in real life' – Eshmael Mpabanga from Intellect Design Arena.

Alyssa Viljoen from Merchant West Investments unpacks the Tiger Brands results and assesses the investment prospects after a disappointing year. Kieran Witthuhn from Anchor discusses their two actively managed ETFs, explaining how AMETFs work and the potential benefits for investors. Eshmael Mpabanga of Intellect Design Arena explores how AI is helping lenders reach and serve ‘invisible’ consumers...

'Many emerging markets really do look like the adults in the room when you're comparing them to some of the developed markets out there, ironically,' says Grant Webster from Ninety One.

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors are taking notice. Jonty Sacks from Jaltech explains what happens when a Section...

Bitexen CEO Mark Diuga clarifies the intent of the Draft Capital Flow Management Regulations on cryptocurrency.

Schalk Louw from PSG Old Oak breaks down strong results from Lewis and Life Healthcare – and why the market still sold the stocks off. Mark Diuga, CEO of Bitexen, unpacks the Sarb and National Treasury’s updated statement on the draft capital flow management regulations, which has helped calm initial market fears. Plus, Simon shares why SpaceX is increasingly being valued as an AI company rather t...

‘One would hope through this process that one can in that way enhance dealmaking and enhance growth of the economy’ – Ahmore Burger-Smidt, Werksmans Attorneys.

Petri Redelinghuys of Herenya Capital Advisors weighs in on the Mag 7 as the basket trades at all-time highs: buy, sell or hold? Vishal Rama from Prescient previews this afternoon’s MPC rate decision: hike or unchanged? Plus, Ahmore Burger-Smidt of Werksmans Attorneys unpacks changes to M&A regulations that could streamline the process.

'Real estate is a place where you start off with a large fortune and you end up with a small one. I think the opposite holds true for Eastern Europe over the past two decades' – MAS CEO Mihail Vasilescu.

Zimele Mbanjwa from FNB Wealth and Investments unpacks Pepkor’s latest results, where fintech delivered strong momentum while clothing sales were more subdued. Mihail Vasilescu, CEO of MAS, discusses listed property in Eastern Europe – a high-growth sector attracting growing South African interest. Justin Thom of Galetti Corporate Real Estate looks at how the evolution of online shopping is forcin...

'Skilled [fintech banking] opportunities are essentially finding exit routes via African capital markets, and that's a trend which is happening … and long may it last’ – Adesoji Solanke, head of Fintech and Banks investment banking origination at Absa CIB.

Faheema Adia from Momentum Securities unpacks Pick n Pay’s results as the turnaround continues and supermarket revenue comes under pressure. Absa CIB’s Adesoji Solanke weighs in on Africa’s fintech market amid fresh IPO activity and new investment, and Fedgroup’s Rob Timmis discusses its R500m IDC funding boost for renewable energy projects.

'It's not about when there will be a recession or a downturn; it's how we respond, react, and behave when it does happen' – Mark MacSymon, Private Client Holdings.

Independent analyst Jimmy Moyaha unpacks the latest Richemont results – are consumers still splurging on luxury, and does Moody’s slight upgrade signal improving sentiment around SA? Afrimat CEO Andries van Heerden talks through a tough second-half performance as weaker iron ore prices and Nkomati writedowns weigh on results. Mark MacSymon from Private Client Holdings explains why the biggest thre...

Andrew Middleton, CEO of Go Solar, reflects on the dramatic.

Schalk Louw of PSG Old Oak unpacks Southern Sun’s results as the G20 boost lifts earnings. We also look at the coming wave of mega IPOs – with SpaceX confirmed for June and OpenAI and Anthropic likely to follow – and ask whether investors should be interested, and how to get exposure. GoSolr CEO Andrew Middleton on municipalities’ latest revenue grab through your power bill, and Simon’s take on ri...

Risi Mkhabela, Corporate Relations Director, UCT Investment Society, explains the group’s diverse structures, including the competitive Trading Club, which uses simulated cash for learning.

Kieran Witthuhn of Anchor Capital unpacks last night’s Nvidia results. Risi Mkhabela from the UCT Investment Society discusses its growth and how it operates, while Jono Bowling of Standard Bank CIB explains its latest MSCI World structured product offering 100% capital protection.

STANLIB’s Rademeyer Vermaak believes an investor’s key insight in trying times should be ‘to focus not so much on what is changing, but on what stays the same'.

Chantal Marx from FNB Wealth & Investments unpacks Famous Brands’s results, with decent growth, refinanced debt and a share buyback in focus. Rademeyer Vermaak from STANLIB Asset Management explains how its systematic process is navigating volatile markets. Plus, Tracey-Lee Zürcher-Campbell from Payflex on the BNPL myths South Africa has disproven.

CEO Ben Pierre Malherbe discusses the company’s strategic shift: Selling non-core assets, developing bulk infrastructure, and expanding core projects through 2027.