[TOP STORY] How AI and semiconductors are reshaping the market

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‘Stocks start to outperform consistently in a new sector or subsector, so the leaders will show their hand. I think that's the key and we've got to be on the lookout for them’ – Sean Ashton, Private Clients by Old Mutual.

18 Jun 2AM English South Africa Business News · Business

[TOP STORY] The plight of so many entering retirement today financially unprepared

‘I think employers can play a very meaningful role in assisting and supporting [their] people’ – John Anderson from Sanlam Corporate Investments.

26 Jun 4AM 6 min

Bye bye Mag 7 ... Mangos are driving markets now

Schalk Louw from PSG Old Oak unpacks Hyprop's strong update and why value stocks and emerging markets are outperforming this year, while the Mag 7 trade near their lowest valuations for 2026. Sanlam Corporate's John Anderson discusses the findings of the 45th Sanlam Benchmark Survey, exploring how South Africans are…

26 Jun 1AM 19 min

[TOP STORY] Real take-home pay at a two-year low

‘I think we're going to see more of that sort of luxury spending still under pressure in the second half of the year and more of a focus on the essential spending’ – Independent economist Elize Kruger.

25 Jun 2AM 4 min

Gold struggling under higher rates

Kea Nonyana from PrimeXBT unpacks the latest updates from Growthpoint and Nedbank, and what they mean for investors. Vunani CEO Ethan Dube joins us to discuss the group’s return to profitability and its decision to pay out most of Heps as a dividend. Economist Elize Kruger weighs in on the…

25 Jun 1AM 19 min

[TOP STORY] How US-China rivalry, Taiwan and rare earths shape global investment risks

'I think we go into an environment where a lot of your traditional safe-haven assets aren't really showing up as providing their protection anymore' – OMIG portfolio manager Jason Swartz.

24 Jun 2AM 5 min