Die soet en suur van die MTBPS
Prof Andre Roux, Stellenbosch University & Johan Gouws – hoof: welvaartadviesdienste, PPS
Die fiskale skip het gedraai
Enoch Godongwana – Minister van Finansies
Die fiskale anker hou markte op koers
Johan Gouws – hoof: welvaartadviesdienste, PPS
Leading pension governance with dignity
Deneys chair Michelle David discusses her leadership journey in pension fund governance, her passion for boxing and encouraging young people to invest in their future.
Famous Brands bets on expansion and efficiency amid weaker earnings
Darren Hele, CEO of Famous Brands, on developments in the SADC region, higher dividends despite lower profits, and capital expenditure on logistics operations.
MTBPS 2026 in focus, Famous Brands’ expansion, and Executive Lounge
Markets with Otto1890, MTBPS 2026 insights from National Treasury, Sars revenue collections, Famous Brands’ interim results, value investing with Allan Gray, and Executive Lounge with Michelle David.
Finance Minister sets fiscal sustainability as a benchmark for MTBPS 2026
Finance Minister Enoch Godongwana reflects on bailouts for SAA and Denel, a fiscal anchor to stabilise debt-to-GDP, credit rating agency engagements and his vision for the country’s finances beyond 2035.
JSE takes a dive
David Shapiro of Otto1890 unpacks the MTBPS fuel relief measures, cost-of-living protests in the eurozone, US markets and AI spending. He also discusses rising oil prices and inflation risks amid Gulf tensions. Finally, he looks at JSE movers, including Canal+, Prosus, Remgro, Spar and Sasol.
When froth gives way to value
Rory Kutisker-Jacobson, portfolio manager at Allan Gray, compares year-on-year share performance and examines how geopolitical events have affected commodity stocks.
SRD grant extended for another year, Godongwana announces
Fewer beneficiaries than expected have taken up the grant.