Is their value in local telcos?

‘I think generally our non-South African revenues this year are an important part of our strategy, and they grew 21% again this year, just below R5 billion’: Reunert CEO, Alan Dickson.

Nick Kunze from Sanlam Private Wealth discusses Murray & Roberts's trading suspension and AngloGold Ashanti's Egyptian acquisition. Reunert CEO Alan Dickson reviews strong results driven by defence and power cable segments. Bradley Elliott, CEO of RelyComply, highlights emerging money laundering tactics involving unregulated gambling, cryptocurrency, and digital muling.

‘What we've seen in South Africa very clearly, but it's a pattern that repeats itself globally, is that actually energy production in future may not follow the centralised model, it becomes a decentralised story’: Johan Marnewick, portfolio manager, STANLIB Khanyisa suite of funds.

Bianca Botes from Citadel Global discusses the rand and interest rates following the MPC's modest 0.25% repo rate cut. Johan Marnewick, portfolio manager of the STANLIB Khanyisa Suite of Funds, explores the role of impact investing in energy transition and climate change within developing economies. Simon shares his take on…

‘I think you're looking at what's been termed a once in a generation opportunity to invest in some incredible tech companies that just happen to not be listed on the Nasdaq’: Devin Shutte, The Robert Group.