TSMC still offering value

Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder.

Schalk Louw from PSG Old Oak on Vodacom lifting its Safaricom stake and a strong year for telcos, with Cell C’s debut drawing a +15% Allan Gray stake – is there still value heading into 2026? Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user…

But, stresses prominent SA economist Dr Roelof Botha, ‘We need to create jobs at any cost’.

Pooja Tanna from Perpetua Investment Managers on the expected rate decision from next week's FOMC decision, and Trump says he’s decided on the next Fed Chair. JD Van Wyk from Stonehage Fleming Investment Management SA on the local “Terrific 10” and opportunity on the JSE for 2026? Dr Roelof Botha…

Frikkie van Loggerenberg, CEO of IFSA Asset Managers, discusses the importance of a holistic view across investments, tax and estate matters.