[TOP STORY] Managing portfolios in the era of Trumponomics

‘Expect the unexpected and don't panic’ – Philip Short from Flagship Asset Management stresses the significance of a balanced investment approach amid currency fluctuations.

Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines? Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price…

Dylan Govender from Investec Commercial Banking considers how US tariff changes could boost SA exports.

After a modest Monday, Tuesday delivered intense selling. Petri Redelinghuys from Herenya Capital Advisors joins us to unpack the volatility – and how he’s positioning portfolios in a market that’s quick to punish complacency. Shoprite CEO Pieter Engelbrecht on results that defied food deflation, while Sixty60 continues to boom. The…

CEO Lance Foxcroft considers the good news in KZN, his strategy to compete with dumped tile imports, and some difficulties in Australia.