[TOP STORY] Decarbonisation, energy security and AI

Scope Prime’s Kea Nonyana unpacks Exxaro’s manganese move — and whether a truce on tariffs could dull gold’s sparkle. Absa’s Abrie Rautenbach weighs in on how tariffs are biting into South Africa’s agri sector. Tax Consulting SA’s John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

CEO Andrew König shares on the robust industrial sector, the Polish portfolio and the growing benefit of solar energy in business.

Alex Duys of Umthombo Wealth highlights Lewis Group’s strong trading update and Boxer’s solid first results as a listed company. Redefine CEO Andrew König notes continued pressure in the local office sector, while Poland nears full occupancy. Calgro M3 CEO Ben Pierre Malherbe reports a sharp revenue drop but resilient…

‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]’: CEO Steve Binnie.

Nick Kunze of Sanlam Private Wealth discusses AngloGold and the outlook for gold miners' profits as the metal trades just below record highs. Sappi CEO Steve Binnie unpacks the company's results and the possible upside from trade tariffs. KAL CEO Sean Walsh comments on results, with revenue impacted by lower…