‘I'm very respectful of the market, but it can be a little irrational in selling things, especially when something seems to have gone up too much in the market's opinion’: Nishlen Govender from Citadel.

Schalk Louw from PSG Old Oak ponders the potential opportunity in select Chinese stocks, especially in light of recent tariff reductions.

Citadel's Nishlen Govender weighs in on the state of big tech – highlighting both the challenges and the possible openings for investors.

Simon shares his perspective on actively managed certificates (AMCs), and explains why he finds them an intriguing product concept that is well worth exploring further.

‘I think South Africa is a very resilient place with good people, good talent, and great opportunity’, declares CEO Zak Calisto.

Petri Redelinghuys from Herenya Capital talks Sasol. It's starting to look technically promising, with improvements on both the daily and weekly charts, buoyed by stronger oil prices and its retention in the MSCI World Index. Zak Calisto, CEO of Karooooo, unpacks the company's FY 2025 results and the key drivers behind its performance. Meanwhile, Standard Bank CIB’s Sam Dahya discusses the rise in investor inflows into Africa and how standardisation could be the key to unlocking even greater growth.

‘We've seen with Covid once you're not in a market you start losing that shelf space, so it is fairly important that we maintain that status – Abrie Rautenbach from Absa AgriBusiness.

Scope Prime’s Kea Nonyana unpacks Exxaro’s manganese move — and whether a truce on tariffs could dull gold’s sparkle. Absa’s Abrie Rautenbach weighs in on how tariffs are biting into South Africa’s agri sector. Tax Consulting SA’s John-Paul Fraser on why expats are among the millions eyeing the two-pot cash.

CEO Andrew König shares on the robust industrial sector, the Polish portfolio and the growing benefit of solar energy in business.

Alex Duys of Umthombo Wealth highlights Lewis Group’s strong trading update and Boxer’s solid first results as a listed company. Redefine CEO Andrew König notes continued pressure in the local office sector, while Poland nears full occupancy. Calgro M3 CEO Ben Pierre Malherbe reports a sharp revenue drop but resilient gross margins, reflecting tight cost control.

‘With all the fun and games going on between President Trump and the Chinese ... the retailers out of the US are not really ordering clothing and unfortunately everybody is adopting a wait-and-see attitude which has a knock-on effect on the selling prices [of dissolving wood pulp]’: CEO Steve Binnie.

Nick Kunze of Sanlam Private Wealth discusses AngloGold and the outlook for gold miners' profits as the metal trades just below record highs. Sappi CEO Steve Binnie unpacks the company's results and the possible upside from trade tariffs. KAL CEO Sean Walsh comments on results, with revenue impacted by lower fuel prices.