The US story is bigger than Trump, World Cup cynicism and the noise
AI innovation and robust consumer spending reinforce why the US engine leaves global markets behind.
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Azar Jammine | Citrus Growers Association of Southern Africa | Citrus Growers' Association (CGA) | Competition Commission | David Shapiro | SAFM Market Update
New Opec deal, market concentration, and citrus producers’ resilience
This evening, we wrap up the day’s market movements with Otto1890, we unpack the new Opec infrastructure deal with Econometrix, we examine the market concentration study and what it means for small businesses with the Competition Commission, we find out if there is still a business case for the City of Johannesburg with Outa, we…
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All eyes on US-China talks
David Shapiro of Otto1890 unpacks US inflation data, which has raised fears of interest rate hikes. Oil prices ended lower, while US-Iran talks have had little market impact. S&P and Nasdaq gains boosted by Trump’s arrival in China, with Nvidia’s CEO presence hinting at potential tech collaboration. Locally, he notes a recovery in JSE property…
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[FULL SHOW] Roelf Meyer named US ambassador, mining tax incentives, and a case study for fuel storage
This evening’s show focuses on South Africa’s economic direction and leadership decisions
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Remgro results, Investec restructures, and Sanral targets roadside businesses
This evening, we dive into the latest market movements with Otto1890, we speak to Investec SA about its business restructuring, Corusca Consulting and Gibs discuss current relations between the US and SA, Outa examines proposed amendments to Sanral’s rest and service facilities (RSFs) along national roads, we look at enterprise transformation with Telkom, and Remgro…
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ABSA | Business Day | David Shapiro | Executive lounge | growthhouse financial services | SAFM Market Update
Looking at the prime interest rate, vehicle sales, and infrastructure costs
This evening, we dive into the latest market movements with Sasfin Wealth, we speak to Just One Lap about the Sarb’s decision to review the prime interest rate, Absa helps us unpack trends shaping the country’s vehicle sales, tech analyst Mudiwa Gavaza discusses calls from SA’s telecoms for international players such as Netflix and YouTube…
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Chantal Marx | David Shapiro | FNB Wealth and Investments | Jimmy Moyaha | Just One Lap | SAFM Market Update
Looking back on retail and small-to-mid caps in 2025
This evening, we dive into the latest market movements with Sasfin Wealth, we speak to independent energy analyst Tshepo Kgadima about seven global investment firms qualifying to bid in the first round of the independent transmission programme, we review retail performance this year with Just One Lap, and we discuss small-to-mid caps in 2025 with…
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Allan Gray | brian andrew | Bureau for Economic Research | Competition Commission | David Shapiro | SAFM Market Update
Ithala starts payments, shipping cartels, and business confidence
This evening, we dive into the latest market movements with Sasfin Wealth, National Treasury provides updates on Ithala Bank as payments begin, we speak to the Competition Commission about an investigation into cartel-like behaviour among eight shipping companies, the Bureau for Economic Research looks at business confidence for the final quarter of 2025, Allan Gray…
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Hotel gains, G20 insights, and valuation opportunities
Southern Sun CEO Marcel von Aulock breaks down the group’s 5% revenue rise and strong domestic performance; Trevor Manuel shares exclusive insights from the B20, saying the G20 remains too important to abandon despite unpredictable member states; Allan Gray’s Pieter Koornhof on valuation-oriented investing; and Lorato Tshenkeng unpacks how strategic communication is shaping media, policy…
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Cliff Decker Hofmeyr | company results | Darren Hele | David Shapiro | Executive lounge | SAFM Market Update
Famous Brands results, inflation ticks higher, and the risks of AI in the workplace
This evening, we dive into the latest market movements with Sasfin Wealth, we discuss inflation with Momentum Investments, we review Famous Brands’ recent results, we speak to Cliffe Dekker Hofmeyr about the risks of AI as workplace adoption rises, we hear from LookSee on consumer behaviour around electricity usage and costs, and we get to…