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[TOP STORY] Q3 2026: Steady overall gold demand amid record high prices

‘Overall, this speaks to … the fact that central banks want to diversify and manage their risk, that they continue to buy in most circumstances’ – Krishan Gopaul, World G

Oil collapse is good news for inflation

Danie Dörfling-Kruger from Moore Infinity unpacks how oil and gold are responding to the US elections, and whether local results could drive a broader short-term market b

[TOP STORY] The battle for AI dominance: open-weight versus closed-weight models

‘The old story of delivering 95% of the quality for 5% of the price is a very hard one to beat. And that is what the Chinese models are essentially banking on’ – Dr Micha

Altron earnings quality continues to improve

Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as l

[TOP STORY] Elections, valuations, and long-term strategy

‘We have to watch the earnings and see if that's sustainable’: Luigi Marinus from PPS Investments.

Clicks is cheap, but not yet a buy

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from P

[TOP STORY] Bond market jitters, global yields, and political risk

‘With US Treasury yields spiking to multi-decade highs, you can imagine market participants are getting nervous, so … we took a look at whether that nervousness is warran

Beer is old school, but is it investable?

Schalk Louw from PSG Old Oak unpacks Anheuser-Busch InBev’s results – selling less beer but growing profits – and Datatec’s latest bumper dividend. With so few local tech

[TOP STORY] Navigating volatility, AI integration, and regional confidence in African businesses

In the KPMG Africa CEO Outlook 2026 report, our CEOs ‘had the highest confidence of any region in Africa’: Frank Blackmore, KPMG.

TSMC's value is at the heart of the tech trade

Momentum Securities’s Faheema Adia on the FOMC decision and TSMC’s AI-driven rally. Altron Fintech’s Johan Gellatly unpacks the latest Household Resilience Index, while K

[TOP STORY] The hidden toll of debt and why early action matters

If ‘you're stuck, struggling to put food on the table or struggling to speak to your family, speak to a professional, speak to a debt counsellor, speak to a financial adv

Anthropic IPO numbers surprise on the upside

Analysis of SA’s food security challenges and what the latest research reveals about access to food, plus a look at the mental toll of debt and practical ways to manage f

[TOP STORY] The inverse relationship between bond yields and equities

John Stopford, head of multi-asset income at Ninety One, talks us through why higher bond yields are typically negative for equities, and what investors need to know.

Is your Reg 28 fund pulling its weight?

Is Pick n Pay really turning around, or is Boxer masking the cracks? Merchant West Investments’s Alyssa Viljoen unpacks the results. Ninety One’s John Stopford warns of r

[TOP STORY] Secrets to a decade of successful investing

Truffle Asset Management’s Etienne Roux shares the investment philosophy, downside protection and strategy of the Amplify Wealth Protector Fund.

Sasol at R300: Where to next?

Nick Kunze from Sanlam Private Wealth previews Pick n Pay’s results and unpacks the surge in oil and Sasol. Truffle Asset Management’s Etienne Roux on the secrets to a de

[TOP STORY] Water scarcity and commercial landlords’ evolving strategies

Property analyst Keillen Ndlovu quotes Zodidi Meyiswa from Salga as reporting that at most municipalities ‘almost half of the purified water gets lost … through leakages,

Clicks and Afrimat: Quality stocks, tough sectors

Nasty Afrimat numbers and Clicks results that left the market disappointed. Is there an opportunity in either? Schalk Louw from PSG Old Oak weighs in. Independent propert

[TOP STORY] Famous Brands navigates tough trading conditions despite some product price decreases

‘We prefer it when people are kind of time-poor, cash-rich – and then you're part of the eating segment’: CEO Darren Hele.

Sasol keeps the momentum going

Kea Nonyana from PrimeXBT unpacks the latest business update from Sasol and Standard Bank's limited trading update. Famous Brands CEO Darren Hele discusses tough trading