Thungela expects profit to double even as Transnet throttles growth

‘If we're underestimating our booms, it means people are going to put less money into the economy than they actually should. … [If] investment is down, GDP is down’ – Helenya Fourie, senior economist at the Bureau for Economic Research.

Independent analyst Jimmy Moyaha unpacks Optasia’s results as the stock trades below its 1900c IPO price. Helanya Fourie from Bureau Economic Research explains why GDP is no longer enough – and why we need a faster, more responsive alternative. Plus, Jono Bowling from Standard Bank Group breaks down the auto…

‘If businesses don't adopt or even consider developing a stablecoin strategy, they are accumulating what I like to call 'optionality risk' – Chanal Subramoney from Yellow Card.

Oil remains elevated, but with global drawdowns still fairly modest, Nick Kunze of Sanlam Private Wealth asks whether Sasol’s latest move signals more upside or is simply an oil-leverage trade. Chanal Subramoney from Yellow Card makes the business case for a stable coin strategy. And with the new tax year…

Ayesha Hatea from TransUnion Africa discusses the surge in new vehicle sales driven by affordability, extended loan terms, the popularity of Chinese brands, and generational buying trends.