Jimmy Moyaha on 07/10/2026

Changing Regulation 28: A solution looking for a problem

Thalia Petousis, portfolio manager at Allan Gray, discusses the impact of the Regulation 28 changes on pension funds and explains why infrastructure investment is being constrained by a shortage of viable projects rather than a lack of capital.

J Jimmy Moyaha
Jimmy Moyaha on 07/10/2026

PwC report highlights mining investment and commodity pick-up

Vuyiswa Khutlang, partner for energy, utilities and resources at PwC, discusses strong mining sector performance, challenges facing bulk commodities and growing investment opportunities in critical minerals.

J Jimmy Moyaha
Jimmy Moyaha on 07/10/2026

Market patterns weigh on JSE performance

David Shapiro of Otto1890 discusses falling commodity prices, tensions in France, and Brent crude above $100 a barrel following energy supply disruptions. He looks at JSE losses, a weaker rand and geopolitical tensions around the Strait of Hormuz, as well as weaker US markets, rising Treasury yields

J Jimmy Moyaha