Capitec is expensive relative to peers

Absa CIB’s Sello Sekele reflects on SA’s manufacturing sector slipping back into contraction after briefly climbing above 50 in September.

Petri Redelinghuys from Herenya Capital Advisors on whether gold can keep its footing near $4 000 or if weakness lies ahead — and the key levels to watch. Redefine COO Leon Kok on results as lower LTV and easing interest rates lift sentiment. Absa CIB’s Sello Sekele on the October…

Coface economist Aroni Chaudhuri points to the stark realities of why South Africa has ‘basically underperformed every other emerging economy’ since 2010.

Sanlam Private Wealth’s Nick Kunze unpacks Aspen’s €25 million boost, Vodacom’s latest trading update, and the standout themes from the Mag 7 results. Coface Group Africa’s Aroni Chaudhuri weighs in on the power challenges still facing SA. Eighty20’s Andrew Fulton delves into South Africans’ gambling habits – and which parts…

World Gold Council Strategist Joe Cavatoni weighs in on how central banks are rethinking their reserves.