[TOP STORY] Evaluating banks and retail amid resource stock success

Nick Kunze from Sanlam Private Wealth unpacks South Africa’s grey-list exit, the latest US CPI print, a potential US-China thaw – and why global markets are flirting with record highs. Ninety One’s Hannes van den Berg highlights where real value still lies locally – and the risks – as precious…

Lafarge ‘was in a very difficult position when we took it over, and we are glad to say it is starting to make a small contribution’ – Afrimat CEO Andries van Heerden.

PSG Wealth’s Schalk Louw on Sasol’s strong update that investors cheered, and Clicks’s steady top-line growth paired with a sharp Heps rebound. Afrimat CEO Andries van Heerden on resilient results as Lafarge SA operations improve and local iron sales surge. Plus, Simon weighs in on gold’s sudden ‘collapse’ – and…

PwC’s Leila Ebrahimi suggests we need to see pay for performance as an opportunity ‘not to get distracted by the numbers’.

Independent analyst Jimmy Moyaha on Famous Brands’s results – modest growth but a note of cautious optimism ahead – and the question on everyone’s lips: where does gold’s slide end? John Morris from Bank of America unpacks why local fund managers are favouring domestic equities – and which sectors are…