Telkom Capex spending not boosting income

‘South Africa trades at a discount to emerging market peers. But crucially the outlook for earnings is a lot greener today than what it has been pretty much at any time over the past decade’: PSG fund manager Mikhail Motala.

Independent analyst Carmen Mpelwane dives into Italtile’s latest update, pointing to some promising early signs of recovery in demand and spending. PSG Asset Management’s Mikhail Motala makes a compelling case for why SA Inc could shine in 2025. Megan Ladbrook from Only Realty Property Group shares her take on property…

‘Stablecoins saw $8.5 trillion in transactions in Q2 of 2024. That's double what Visa’s network did’ – Mark Mbugua from Yellow Card.

Chantal Marx from FNB Wealth & Investments, discusses clothing retailers' strong performance this year and whether any value remains. Mark Mbugua from Yellow Card examines the growing popularity of stablecoins and how they are overtaking bitcoin as SA’s leading cryptocurrency. Dr Frank Magwegwe from Nedbank evaluates the industry's successes and…

‘I do think from where markets are sitting at this point in time, investors need to prepare themselves ...We've seen one of the strongest one-year returns on record and you can't expect to repeat that year after year.’ Maarten Ackerman from Citadel.