Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.

Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains firmly driven by resources. Sylvester Kobo of STANLIB Asset Management assesses the state of SOE bond issuance and where the real opportunities lie in fixed income. And Simon considers the positive wealth implications of the latest budget – a notable shift after decades of little meaningful change.

‘We have certainly been able to take advantage of the good conditions we have had on the SA vehicle side’ – CEO Ockert Janse van Rensburg.

Pooja Tanna from Perpetua Investment Managers unpacks the Budget’s impact on local bonds – and looks longer term at whether sustained debt reduction could further support bond yields. Motus CEO Ockert Janse van Rensburg on a strong set of results, with improved vehicle sales boosting margins and underpinning performance. Bidcorp CFO David Cleasby explains how the group delivered solid operational leverage despite muted trading conditions, highlighting resilience in a tough environment.

Aroni Chaudhuri from Coface Africa fleshes out how a weaker US currency impacts emerging markets like SA.

Zimele Mbanjwa from FNB Wealth and Investments on strong Super Group results that pushed the share price higher in a sea of red. Adrian Macartney, CFO of Aveng, as the group swings back to profit and reins in its two troubled projects. Coface’s Aroni Chaudhuri on the US dollar outlook – is further weakness on the cards, and what it could mean for the local economy?

‘That would give a great message to savers and investors and encourage them to save more for themselves’ says etfSA’s Nerina Visser.

Gary Booysen from Rand Swiss unpacks Sasol's results and weighs up whether the value case still stacks up, or if better opportunities lie offshore. Nerina Visser from ETFsa on the odds of higher Regulation 28 thresholds or an increase in tax-free investment limits in Wednesday's budget.  Warren Buys from Private Client Holdings talks cutting through market noise and positioning for the long-term structural AI trade.

Jason Swartz of OMIG reflects on the positive 2025 developments and considers looming political challenges ‘more as noise than a significant risk’.

Nick Kunze from Sanlam Private Wealth unpacks the tariff turmoil after the Supreme Court rules them illegal, as US GDP prints softer and PCE inflation runs hot. Jason Swartz from Old Mutual Investment Group weighs up where the next surprises could land – and whether year-end elections pose any real market risk. Shannon Friedman, CEO of VAT Modernisation SA, outlines what it will take to overhaul South Africa’s Vat system.