[TOP STORY] The importance of the US consumer for global and SA investors

Ayesha Hatea from TransUnion notes that South Africans ‘want affordable, feature-packed cars, and that is becoming the new normal’, with Gen Z and Millennials ‘much more eager to enter the market’.

Jimmy Moyaha questions if Spar has beaten – or merely met – its modest expectations; Pnet’s Paul Byrne tracks a long-awaited rebound in tech jobs; and Ayesha Hatea from TransUnion breaks down the 11-year high in SA’s automotive market.

‘People are looking more at what happens to their identity and purpose when they retire’ – Craig Lawrence of BDO Wealth Advisors.

Nick Kunze from Sanlam Private Wealth on Netflix’s $72 billion move for Warner Bros, Stor-Age’s book build priced above NAV, and Moody’s decision to hold SA’s rating steady. Craig Lawrence from BDO Wealth Advisers weighs in on why so many South Africans remain underprepared for retirement. Phryne Williams, Capital Assignments…

Wesley Diphoko from Fast Company SA explores whether Africa risks becoming an AI user rather than an AI builder.