VAT CONVERSATION CONTINUES

JSE Capital Markets Chief Helina Andhee breaks down the significance of Canal+’s new listing and what it reveals about South Africa’s evolving listings environment. We explore liquidity, innovation, delistings vs. new entrants, and the JSE’s strategy to attract global issuers in a competitive capital markets landscape.

TransUnion Africa CEO Lee Naik analyzes how rising rates, fuel spikes, and deepening credit stress are reshaping household finances. We unpack a 14% collapse in fuel buying power, soaring non‑bank loan delinquencies, and why the new withdrawal system may offer less relief than expected. A data‑driven guide to absorb, adapt,…

BRICS Business Council’s Advocate Mtho Xulu joins us to discuss South Africa’s widening BRICS trade deficit, the urgent need to shift from raw exports to value-added manufacturing, and whether BRICS-Plus markets can help offset domestic demand weakness. A strategic look at SA’s place in a rapidly shifting global trade environment.

RMB macroeconomist Keabetswe Mojapelo unpacks the sharp drop in the RMB/BER Business Confidence Index as oil shocks, rate-hike fears, and global tensions weigh on SA firms. We explore sector‑by‑sector pressure points, why businesses are cautious rather than pessimistic, and what needs to shift for confidence to recover in the second…

4Sight Holdings is at the forefront of AI‑powered enterprise transformation, with FY26 revenue up 16.3%. CEO Tertius Zitzke unpacks the rise of intelligent automation, the convergence of OT and IT, WhatsApp‑based enterprise tools, and the technologies that will shape South African businesses over the next five years.