Sun International interims: high investment debt levels feature large Segment 01

David Shapiro of Otto1890 discusses the two-speed economy, with tech stocks benefiting from infrastructure investment while rising inflation puts pressure on households. He examines US markets and interest-rate expectations. He also looks at commodity weakness amid market volatility and elevated Brent crude prices linked to ongoing geopolitical tensions.

Patrick Dlamini – CEO, PIC

This evening, we discuss the latest market movements with Otto1890, discuss the PIC’s latest integrated report, examine Capitec’s interim results and its growing focus on business banking, explore the outcomes of the SA-France Business Forum with Business France, unpack Medshield’s new benefit options for 2027, and in our Executive Lounge,…

Graham Lee – CEO, Capitec

Dr Mosima Meela – Group manager: Enterprise architecture and IT, Acsa