6 July - The Capitec update, education stocks and infrastructure as a Reg 28 asset

Dhersan Chetty, equity analyst at Foord Asset Management, breaks down consumer confidence, discount strategies and private label growth among major retailers.

Matete Thulare from Investec unpacks Sappi's strong results and the slightly improved trading update from Pick n Pay. Dhersan Chetty, from Foord Asset Management, looks at how SA's increasingly thrifty shopper is reshaping the retail landscape. Simon shares his thoughts on why hyperscalers are shifting from asset-light balance sheets to…

Prof Reza Daniels of Stellenbosch University explains how good data and careful analysis are South Africa’s best tools against economic uncertainty.

Kea Nonyana from PrimeXBT on precious metal miners as PGMs surged and gold followed, plus updates from Super Group and Sabvest. Professor Reza Daniels from Stellenbosch University on how to know when economic data is reliable. Marc Dhalluin, CEO and co-founder of TruthsetsOnline, on online ad fraud and why up…

'The risk that is emerging is a sort of geopolitical risk where access to your competitive advantage through AI could be cut off' – Dawie Scholtz, managing director and partner at Boston Consulting Group, BCG.