[TOP STORY] What went wrong at Ellies?

Kieran Witthuhn from Anchor discusses TSMC results and US bank earnings. Luno's Christo de Wit explains how and why meme coins are listed on Ether or Solana. Sidney Fletcher of Tax Consulting SA unpacks Sars's crackdown on trust tax arrears.

Anchor Capital investment analyst Casey Sprake looks at inflation expectations for the next three years.

Nick Kunze from Sanlam Private Wealth discusses reports of Sasol possibly spinning off its US chemicals operations and analyses the Ninety One AUM update. Dean Furman, CEO of 1064 Degree, shares insights on what to expect from AI in 2025. Casey Sprake from Anchor explores inflation expectations and their importance.

‘Across the board for many high-quality businesses ... having to pay PE ratios north of 35 seems a little high at this stage. So we're just taking a fairly defensive stance on US equities’– Independent Securities CIO Simon Fillmore.

Alex Duys from Umthombo Wealth discusses Richemont’s strong update, which drove the stock to all-time highs, and PPC’s new R3 billion cement plant in the Western Cape. Simon Fillmore of Independent Securities shares his market outlook for 2025 and adjacent AI ideas. Simon shares his thoughts on fees – the…