6 July - The Capitec update, education stocks and infrastructure as a Reg 28 asset

Aroni Chaudhuri from Coface Africa fleshes out how a weaker US currency impacts emerging markets like SA.

Zimele Mbanjwa from FNB Wealth and Investments on strong Super Group results that pushed the share price higher in a sea of red. Adrian Macartney, CFO of Aveng, as the group swings back to profit and reins in its two troubled projects. Coface’s Aroni Chaudhuri on the US dollar outlook…

‘That would give a great message to savers and investors and encourage them to save more for themselves’ says etfSA’s Nerina Visser.

Gary Booysen from Rand Swiss unpacks Sasol's results and weighs up whether the value case still stacks up, or if better opportunities lie offshore. Nerina Visser from ETFsa on the odds of higher Regulation 28 thresholds or an increase in tax-free investment limits in Wednesday's budget.  Warren Buys from Private…

Jason Swartz of OMIG reflects on the positive 2025 developments and considers looming political challenges ‘more as noise than a significant risk’.