[TOP STORY] Global growth resilience amid volatility

Independent analyst Jimmy Moyaha unpacks Prosus’s swing to positive cash flow. Invicta CEO Steven Joffe on a cleaner balance sheet and how mining activity is lifting capital-equipment demand. STANLIB’s Peter van der Ross on markets taking flight even as global economies lose momentum.

Nick Kunze from Sanlam Private Wealth unpacks CellC’s IPO pricing, Spar’s latest trading update and whether US markets are flashing signs of nerves. Maarten Ackerman from Citadel explains why the global economy is proving far more resilient than many expected. Robert Leibbrandt on how South Africans who’ve worked in the…

Mark Phillips from PPS Investments plumbs the depths of investor behaviour, discipline, emotional Intelligence and scenario planning.

Schalk Louw from PSG Old Oak unpacks the latest numbers from Lewis, Mr Price and Reunert. Mark Phillips from PPS Investments looks at how disciplined processes help us manage emotional reactions in volatile markets. Simon weighs in on the Nvidia-led AI bubble – how stretched it’s become, and whether investors…

‘I do think that an Nvidia miss in a quarter could honestly send this AI trade tumbling and the entire stock market with it’ – Kieran Witthuhn, Anchor Capital.