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Alyssa Viljoen from Merchant West Investments unpacks South32's latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone. Karooooo CEO Zak Calisto discusses first-half results and how fuel prices are shaping client demand for its services. Plus, …
‘Because our exposure to the public sector is not as high leading up into these elections, we held back a little – and that distorted the [interim] numbers a little’ – CEO Ben Pierre Malherbe.
KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.
Sanlam Private Wealth's Nick Kunze on US bank earnings, MTN's selloff and opportunities in telcos. Investec's Chris Holdsworth on rising inflation, a brighter Q4 and the path to investment grade. CPUT's Maarten van Doesburgh on turning South Africa's commodity windfall into lasting economic growth.
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