[TOP STORY] The art of identifying ineffective strategies

‘We do believe [there is] a huge uptick in township economy spending, but that's predominantly still cash although there are a lot of incentives to digitise spending there’ – Isana Cordier from Absa CIB.

Lonwabo Maqubela of Perpetua Investment Managers unpacks the MTBPS. Absa CIB's Isana Cordier shares insights from their latest Merchant Spend Analytics report. Richard Hill of Stonehage Fleming explains the growing interest in private market assets.

Prescient's Bastian Teichgreeber considers the possible implications for South African investors.

Gary Booysen from Rand Swiss discusses whether Shoprite is dominating food retail in South Africa. Investec's Tertia Jacobs highlights key points to watch in the upcoming Mid-Term Budget Policy Statement. Prescient's Bastian Teichgreeber examines the potential market volatility surrounding next week’s US election and its implications for South African investors.

Independent analyst Carmen Mpelwane discusses Pick n Pay's horror results as the market anticipates Boxer’s listing. Balwin Properties CEO Steve Brookes comments on their halved profits. Cherryflava Media founder Jonathan Cherry on the art of identifying ineffective strategies.