[TOP STORY] The economic cost of SA’s long growth drought

Kea Nonyana from PrimeXBT on Sappi’s well-received results and Vodacom’s latest trading update. Donald MacKay from XA Global Trade Advisors on the Agoa renewal and what it means for South Africa amid Trump’s tariffs. Osagyefo Mazwai from Investec on the job losses after a decade of weak economic growth.

Jameel Khan, co-founder of The Unconventional CA, questions governance, accountability and whether a centralised transformation fund can effectively support South Africa’s diverse SME sector.

Chantal Marx from FNB Wealth and Investments on Super Group’s update – what remains after the Australia exit and where value could still lie. Henk Kotze from Prescient Investment Management on their actively managed income ETF crossing a milestone to become SA’s largest. Jameel Khan, co-founder of Unconventional CA, on…

Casey Sprake, market strategist at AG Capital, explains why oil quality matters as much as volume, how heavy crude shortages are tightening markets, and how shadow fleets enable sanctioned oil to keep moving globally.

Independent analyst Jimmy Moyaha on the Shoprite update and whether the gold selloff has run its course. Casey Sprake from AG Capital on Venezuelan heavy sour crude – and how shadow fleets keep illicit oil flowing. Buyi Mafoko, founder of Africa on Luxury, on how Africa’s luxury market is being…