Oracle surges +30% on cloud demand

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.

Independent analyst Jimmy Moyaha unpacks robust JSE results as the bull run and record highs flow through to the group's earnings. Lance Foxcroft, CEO of Italtile, talks tough numbers as strained consumers and rising imports bite – with the Itac dumping decision now key. Rob Field, CFO of RCL Foods,…

‘The highlight to me ... is that they are bullish equities. For bonds there's not that much interest’ – John Morris, Bank of America SA strategist.