[TOP STORY] Dissecting the ‘long India, short China’ approach

‘We talk about job growth, but of course [US] unemployment is at 4.3%, with some fairly significant revisions downwards’ – JD Hayward from Flagship Asset Management.

Kieran Witthuhn from Anchor on Adobe's 8% stock drop despite strong earnings. FNB CEO Harry Kellan on results, consumer health, and the impact of rate cuts on household finances. JD Hayward from Flagship Asset Management on why the US consumer is crucial for SA investors.

SA wines are as good as those of any country in the world, ‘and possibly better value, actually’ – says the co-chair of the International Wine Challenge.

Nick Kunze from Sanlam Private Wealth discusses a critical week ahead with the FOMC, MPC, and BoJ meetings, Barloworld's challenges, and excitement in the PGM sector. Rivaan Roopnarain of PwC South Africa highlights key insights from the H1 2024 banking report. Tim Atkin, co-chair of the International Wine Challenge, weighs…

‘Making sure that we have specialists in their field who are helping clients achieve their goals’ can’t have anything other than a good outcome, reckons James Rainbow at Schroders UK.