[TOP STORY] Increasing Vat: Good idea or horror show?

Richard Marcus from Cliffe Dekker Hofmeyr explores how the new Expropriation Act impacts property ownership and agricultural interests.

Schalk Louw of PSG Old Oak weighs in on Adcock Ingram and City Lodge’s underwhelming results. Richard Marcus from Cliffe Dekker Hofmeyr explores how the new Expropriation Act impacts agricultural interests. Simon examines the proposed new zero-rated Vat products and their impact on local retailers as well as QSR chains.

Lonwabo Maqubela from Perpetua Investment Managers discusses Anglo American’s restructuring, production, and Kumba’s results, highlighting ongoing challenges with iron ore prices and Transnet. Bobby Wessels from AJM Tax examines the postponed budget, the proposed Vat increase to 17%.

‘There's nothing from, say, a year ago that's even comparable to the best thing around right now’: Viv Govender from Rand Swiss.

Kieran Witthuhn from Anchor unpacks BHP Group’s results, Aveng CEO Scott Cummins discusses the impact of loss-making contracts alongside stronger divisions, and Viv Govender from Rand Swiss weighs in on the EU tech gap and the launch of Grok3.