[TOP STORY] The 5% bond yield reality

‘Because our exposure to the public sector is not as high leading up into these elections, we held back a little – and that distorted the [interim] numbers a little’ – CEO Ben Pierre Malherbe.

Alyssa Viljoen from Merchant West Investments unpacks South32's latest update as investors chase copper and zinc, and asks whether the AI-driven selloff jitters are overdone. Karooooo CEO Zak Calisto discusses first-half results and how fuel prices are shaping client demand for its services. Plus, Calgro M3 CEO Ben Pierre Malherbe…

Maarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and infrastructure investment.

Sanlam Private Wealth's Nick Kunze on US bank earnings, MTN's selloff and opportunities in telcos. Investec's Chris Holdsworth on rising inflation, a brighter Q4 and the path to investment grade. CPUT's Maarten van Doesburgh on turning South Africa's commodity windfall into lasting economic growth.

KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.