[TOP STORY] Buy gold in ‘small little slivers’

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‘You're no longer restricted to buy [gold] in a full ounce, a quarter of an ounce, half an ounce, which are your traditional metrics. But you can go down as low as R50 on our primary markets’: Connie Bloem, MD Mesh.trade.

3 Mar 2025 2AM English South Africa Business News · Business

[TOP STORY] AI Wave: CapEx could rewrite market rules

‘Monetary policy for us is one of the bigger risks that we see at the moment’ – Warren Buhai, senior portfolio manager at STANLIB Asset Management.

20 Jul 3AM 6 min

How Netflix is using AI to save cash

Nick Kunze from Sanlam Private Wealth unpacks the sharp selloff in tech, with the Nasdaq now down more than 8%, while US bank earnings continue to impress. Warren Buhai from STANLIB Asset Management asks whether AI remains a compelling investment opportunity or if it's becoming a growing source of risk…

20 Jul 1AM 21 min

[TOP STORY] OUTsurance, Shoprite, and the art of flying high in global markets

In expounding on Akamatsu’s 'flying geese' theory, First Avenue Investment Management’s Hlelo Giyose highlights domestic champions who solidify their home base and then take their businesses overseas.

17 Jul 3AM 8 min

BHP Group enjoying surging copper price

Alyssa Viljoen, MD of Merchant West Investments, unpacks BHP Group's latest update. With copper and iron ore driving the story, is BHP now a stronger investment case than Anglo American? Hlelo Giyose, CIO at First Avenue Investment Management, explains his "flying geese" theory and why emerging market domestic champions are…

17 Jul 1AM 20 min

[TOP STORY] Flat consumption to fiscal fixes: What’s next for SA households?

Ricardo Smith from Absa Investments weighs up consumer pressures, inflation and what to expect.

16 Jul 2AM 6 min