Rand stronger in annual seasonal trend

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RMB's Matete Thulare on the current rand strength and the MPC's latest rate decision. Vusi Mahlangu from Tamela Capital Partners on the economics of student accommodation. Simon offers his thoughts on using the PEG ratio to value growth stocks.

25 Nov 2022 12AM English South Africa Business News · Business

[TOP STORY] Gold doesn't go up or down

Hlelo Giyose from First Avenue Investment Management explains the yellow metal’s constancy compared to every other investment asset.

20 Mar 3AM 8 min

Can AI assist with investing?

Matete Thulare of Investec on the rand, which has been holding on fairly well. But, is the collapse still to come? Hlelo Giyose of First Avenue Investment Management weighs in on gold, how it’s priced, and the stock-to-flow ratio impact on commodity prices. And, Simon's thoughts on using AI to…

20 Mar 1AM 22 min

[TOP STORY] Capitec redefining lending in SA

Wiehahn Koch explores the bank’s innovative ‘purpose lending’, which links credit to specific life improvement goals like mobility and education – rather than mere consumption.

19 Mar 3AM 5 min

Fed dot plot pushes next cut to yearend

Kea Nonyana from PrimeXBT unpacks the latest from PPC, dives into iOCO’s results, and breaks down what the Fed’s dot plot signals for markets. Dr Roelof Botha shares insights from the Q4 2025 Afrimat Construction Index, highlighting key trends shaping the sector. Wiehahn Koch from Capitec explores the advantages of…

19 Mar 1AM 19 min

[TOP STORY] STANLIB’s Energy Transition Fund reaches its first close at R5 billion

Head of Fixed Income Private Markets Johan Marnewick explains the fund’s structure, focusing on investing in operational renewable energy assets to deliver immediate returns, while supporting South Africa’s energy transition.

18 Mar 2AM 5 min