Chantal Marx from FNB Wealth and Investments breaks down Coronation’s numbers, boosted by the Sars victory already baked into the base. Ndivhuho Netshitenzhe of STANLIB Asset Management explains how inflation is measured — and why it rarely matches what we feel in our own pockets. PwC’s Elle-Sarah Rossato unpacks the fast-evolving shifts reshaping South Africa’s tax landscape.

‘The past two years were all about the turnaround journey after that awful set of events in 2023 with load shedding and bird flu’ – CEO Gary Arnold.

Faheema Adia from Momentum Securities on WeBuyCars’s milestone month with over 16 000 sales. Gary Arnold, CEO of Astral, on a stronger second half and a robust dividend. Wiehann Olivier from Forvis Mazars on why crypto assets remain a challenge under CIS rules.

Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance.

Independent analyst Jimmy Moyaha unpacks SA’s sovereign credit upgrade from S&P and what a positive outlook really signals. Bastian Teichgreeber from Prescient Investment Management cuts through the G20 noise to focus on what’s driving local exchange performance. Marriott’s Scott Cooper explains how they’re positioning portfolios.

With the company’s annual results, CEO Charles Savage reflects on its record growth, innovative products and ambitious goals for the future.

Gary Booysen from Rand Swiss on the JSE’s record run and a sub-R17 – are these calm waters or is he spotting pockets of value? Charles Savage, CEO of Purple Group, on robust results and the momentum behind the growth flywheel. Simon unpacks the idea of a primary surplus, what it means and why it matters for South Africa’s fiscal path.

‘It's an exciting time for us at Morningstar South Africa, as we've initiated analyst coverage on a few South African funds for the first time' – Michael Dodd, Senior Fund Analyst, Morningstar Investment Management.

Shaun Dendere, independent analyst, on Woolworths’s latest update, Gold Fields’s refreshed dividend policy and the rand’s boost after the shift in SA's inflation target. Michael Dodd from Morningstar Investment Management on how new South African asset managers fare under the Morningstar Medalist Rating.

'When you buy one of these stocks, you're not just buying a single company; you're buying an entire ecosystem of other companies' – Sean Kelly, Parity Wealth Managers.

Chantal Marx from FNB Wealth & Investment on Stor-Age’s results, trading around NAV with a somewhat underwhelming performance. Kobus Gertenbach, CEO of Premier Group, on a strong set of numbers driven by meaningful operational efficiencies. Sean Kelly from Parity Wealth Managers on the shift from Mag7 to Mag70 – and what this ever-expanding list is telling us.

Ian Anderson from Merchant West Investments notes: ‘A lot of it is driven by declining interest rates and lower borrowing costs.’

Petri Redelinghuys from Herenya Capital Advisors weighs in on the AI surge: Is this shaping into a bubble, should investors be cautious, or is the next big cue simply Nvidia’s results next Wednesday? Ian Anderson from Merchant West Investments on another excellent year for local Reits. Louw van Reenen of Beefmaster Group on why access to Asian markets is key for South Africa’s beef industry – and how opening these channels could reshape demand.

Vishal Rama of Prescient Investment Management considers SA’s rising debt load and how realistic fiscal consolidation looks from here.

TFG’s results, the JSE’s reporting shake-up.

CEO Steve Binnie shares year-end results with key insights into revenue declines, tariffs and market strategies.

Pooja Tanna from Perpetua Investment Managers unpacks the FOMC – who sits around the table, how they’re selected, and why the process matters for markets. Sappi CEO Steve Binnie on the full-year numbers: profit softer and debt higher, but a clearer line of sight to better trading conditions ahead. And Simon’s take on the two Michael Burry shorts rattling sentiment.

‘We haven't had any kind of significant scientific advantage from AI at the moment,’ comments Vic Govender from Rand Swiss.

Kea Nonyana from PrimeXBT on Blu Label’s plans to list Cell C – is this a compelling entry point, and how worried should investors be as the Goldman Sachs and Morgan Stanley CEOs flag a possible 10%-20% market correction? Viv Govender from Rand Swiss discusses the latest hyperscaler earnings and their continued data centre buildout to power AI growth. Trinisha Chanka from Ninety One as they ready two new actively managed income ETFs for listing.

Citadel’s Maarten Ackerman asserts, ‘We will really solve the budget issues if we can get growth closer to 2.5%’.