[TOP STORY] Reflections on the markets in Q1 2024

André de Wet of Flood hails the unlocking of the latest technology in digital transformation and e-commerce.

Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South Africa’s e-commerce market accelerates.

Brendan de Jongh at PMX unpacks why forecasting keeps tripping investors up – and what they should be prioritising instead.

The R4 billion Property Impact Fund will invest in essential social infrastructure, including affordable housing, student accommodation, rural and township retail, education, and healthcare. Kamogelo Leeuw, portfolio manager at Sanlam Investments, explains.

Sean Culverwell from Anchor highlights their top stock picks for 2026 – one standout on the JSE and another offshore. Brendan de Jongh at PMX unpacks why forecasting keeps tripping up investors, and what they should be prioritising instead. Victor Germeshuizen from Absa CIB breaks down Bidvest’s record-setting Euro bond…