What are the key themes continuing into the new year?

Momentum’s Sanisha Packirisamy reflects on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.

Kea Nonyana from PrimeXBT unpacks a blockbuster year for commodities – from booming precious metals to oil’s supply-demand mismatch and copper’s surge in the AI and power build-out. Momentum’s Sanisha Packirisamy on the Sarb’s warning that an AI boom-and-bust could pose a real risk to SA’s economy.

André de Wet of Flood hails the unlocking of the latest technology in digital transformation and e-commerce.

Gary Booysen from Rand Swiss on Mr Price’s European leap – and why the market can’t stand it – plus the Fed’s surprising return to QE. André de Wet, CEO of Flood, on the rise of the super-app as South Africa’s e-commerce market accelerates.

Brendan de Jongh at PMX unpacks why forecasting keeps tripping investors up – and what they should be prioritising instead.