Is energy the next play for AI investors?

‘Stocks start to outperform consistently in a new sector or subsector, so the leaders will show their hand. I think that's the key and we've got to be on the lookout for them’ – Sean Ashton, Private Clients by Old Mutual.

Petri Redelinghuys of Herenya Capital Advisors asks whether consumer stocks are worth a look as fuel prices trend lower and the rate-hiking cycle appears to be over. Kobus Gertenbach, CEO of Premier Group, unpacks strong full-year results, new production capacity and how lower input costs are supporting margins. Sean Ashton…

'There's no communication between national and the provinces, so everything just sits' – Paul Matthew, CEO, Association of Meat Importers and Exporters of Southern Africa.

Considering the US-Iran peace deal, Zimele Mbanjwa from FNB Wealth & Investments unpacks which sectors and stocks could stand to benefit as lower oil prices, easing inflation pressures and improving market sentiment reshape the investment landscape. Paul Matthew, CEO of the Association of Meat Importers and Exporters of Southern Africa,…

‘I really do encourage companies that are disclosing these ratios not to just disclose a cold ratio with no context, and also not to just disclose the ratio as a compliance exercise’ – Leila Ebrahimi from PwC South Africa.