[TOP STORY] Is the AI story priced for perfection?

Viv Govender of Rand Swiss shares insights on the Biden administration's updated export rule for AI chips, which has knocked Nvidia and ETFsa's Nerina Visser on understanding the distribution Sens announcements from ETFs. Ruan Maré of the Competition Commission on the fresh produce market inquiry that has far-reaching implications for…

‘We really like the Middle East… They know the age of oil is coming to an end in the next few decades, and they’re investing to diversify their economies’ – Archie Hart from Ninety One.

Kea Nonyana of Scope Prime on Life Healthcare exiting another business (Life Molecular Imaging), and what’s driving oil higher? Ninety One's Archie Hart shares insights on opportunities in emerging markets; and, Agricultural Business Chamber chief economist Wandile Sihlobo weighs in on what’s driving the rise in cocoa prices.

Waldo Marcus, director at TPN, shares his property expectations for the new year.

Independent analyst Carmen Mpelwane weighs in on whether further US rate cuts are on hold after strong US jobs data; and, Petri Redelinghuys of Herenya Capital Advisors on his trade of the year. Plus, TPN director Waldo Marcus shares insight on the impact of city management and water on residential…