BPH: Exxaro and Renergen CEOs; Mia Kruger; Ascendis Activists; JP Morgan

In today's Boardroom Talk, Alec Hogg confirms the death of RW Johnson, one of South African political writing's sharpest and most combustible voices, and reflects on a decade of working with him: the audiobook that started it, the necrotising fasciitis he refused to let slow him down, the Steenhuisen column…

In today's Daybreak, we unpack the growing impeachment momentum against President Ramaphosa and its potential threat to the government of national unity. We also dive into Sasol's operational rebound, highlighted by Secunda's best production run in five years. Globally, we explore Trump's proposed generic drug tariffs, a chipmaker-led market rally,…

Former hedge fund manager and CFA James Gubb argues the AI boom is real, but many investors are backing the wrong winners. In this interview with Alec Hogg, he explains why Oracle's credit downgrade could signal deeper cracks, why OpenAI and hyperscalers face mounting pressure, how China's AI advances are…

Veteran investor James Gubb joins BizNews Edge to cut through the AI hype, weighing today's data centre spending against history's biggest capital booms and explaining why he's backing energy and nuclear stocks over AI names themselves. Also on today's show: Sasol's operational turnaround continues even as its share price cools…

In this interview with Chris Steyn, Independent Governance Expert Richard Chelin predicts that an impeachment of President Cyril Ramaphosa would have grave consequences for the Government of National Unity (GNU) - particularly in the light of Vice President Paul Mashatile’s keenness to work with parties other than the Democratic Alliance…