[TOP STORY] Predicting valuation is hard; predicting the future much harder

Izak Odendaal from Old Mutual Wealth considers inflation and interest-rate prospects for 2026 – and why SA’s long-awaited green shoots are finally starting to surface.

Izak Odendaal from Old Mutual Wealth Investment on the inflation and interest-rate outlook for 2026 – and why SA’s long-awaited green shoots are finally starting to surface. Chantal Marx of FNB Wealth and Investments breaks down retail in 2025: clothing under strain, food flat, vehicle sales unexpectedly robust – and…

Wandile Sihlobo from the Agricultural Business Chamber of SA looks back on 2025 crops, widespread foot-and-mouth vaccination, tariffs and the need for export diversification.

Nerina Visser from ETFsa reflects on a standout year for ETFs – from Satrix’s Resi10 soaring over 100% to the rise of actively managed fixed-income products, as SA marks 25 years of ETF innovation. Wandile Sihlobo from the Agricultural Business Chamber of SA on tackling foot-and-mouth, the push to vaccinate…

Momentum’s Sanisha Packirisamy reflects on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.