South African positives to reflect on and look out for in late 2021

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Alexander Forbes Executive Chief Economist Isaah Mhlanga considers recent constructive changes in the SA economy, US interest rates, local government elections and the medium-term budget policy statement.

23 Sep 2021 2AM English South Africa Business News · Business

[TOP STORY] SA’s rising private sector participation and improving economic fundamentals

‘Suddenly we open our eyes and things are busy happening around us’, notes PSG Financial Services chief economist Johann Els.

21 Sep 2AM 7 min

What to do with Eskoms surplus energy

Nick Kunze from Sanlam Private Wealth unpacks Remgro’s results, AlexForbes borrowing ±R2.1bn to buy back shares, and that odd Stadio closing price. Johann Els from PSG Financial Services checks in on reforms from the last decade that are finally making real progress. Plus, Safeera Loonat from KPMG South Africa on…

21 Sep 1AM 20 min

[TOP STORY] Asimov's ‘I Robot’ playing out?

Viv Govender from Rand Swiss lays out the AI safety debate: Navigating global risks, regulation, and the future of advanced intelligence.

18 Sep 3AM 8 min

When to buy falling stocks

Danie Dörfling from Moore Infinity unpacks strong momentum as earnings hit the R7 billion target a year early, plus a Bytes Tech update the market loved. Viv Govender from Rand Swiss asks whether talk of an AI slowdown is real, necessary or opportunistic – and what it could mean for…

18 Sep 1AM 20 min

[TOP STORY] Why private capital needs a stronger pipeline of investable projects

Trevino Ramsamy from STANLIB Asset Management argues for unlocking SA's economic growth through infrastructure investment by pension funds.

17 Sep 2AM 7 min