[TOP STORY] How AI and semiconductors are reshaping the market

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‘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.

18 Jun 2AM English South Africa Business News · Business

Why cash retailers are worth a look

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…

18 Jun 1AM 22 min

[TOP STORY] The struggle to get SA meat exported

'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.

17 Jun 2AM 5 min

Iranian peace: Now what for our investments?

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,…

17 Jun 1AM 20 min

[TOP STORY] Executive pay: Navigating South Africa’s new Companies Act

‘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.

15 Jun 3AM 9 min

Is energy the next play for AI investors?

Viv Govender from Rand Swiss talks SpaceX and the opportunities he finds most attractive in the AI sector right now. Leila Ebrahimi of PwC unpacks what the newly signed Companies Act means for executive pay.

15 Jun 12AM 20 min