[TOP STORY] Looking at the US and its markets in 2025

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‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.

17 Jan 2025 2AM English South Africa Business News · Business

[TOP STORY] The rise of retail investors and active ETFs in SA

‘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.

2 Oct 3AM 6 min

Why the sudden rand weakness?

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…

2 Oct 1AM 20 min

[TOP STORY] Weight-loss drugs: The retailer’s headache

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

1 Oct 2AM 6 min

The rand grows up and calms down

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…

1 Oct 1AM 20 min

[TOP STORY] Chicken or beef?

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

30 Sep 3AM 6 min