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3 193 stories from 13 South African publishers, refreshed through the day. Every story is the publisher’s own — read it on their site, talk about it here.
Natalie Phillips, deputy managing director of NinetyOne, shares how Operation Vulindlela has entered phase two, identifying opportunities to close the gap on infrastructure needs and building an investment fund that yields results.
Markets with FNB Wealth and Investments, Nedbank’s R13.9bn East Africa deal, SA’s infrastructure gap with Ninety One, Vodacom’s R600m Mpumalanga network upgrade, and cross-border livestock trade.
Chantal Marx of FNB Wealth and Investments unpacks the positive shift in JSE sentiment, the impact of a potential Gulf ceasefire on oil prices, and her MTBPS expectations. She reviews key market movers, looks ahead to CPI and retail sales data, and assesses the rand’s performance against the US…
On retiring, your investments need to do two things: provide you with income and keep your capital growing – and protecting what you’ve built becomes even more important, says Fedgroup’s Paul Counihan.
Maarten van Doesburgh from the Cape Peninsula University of Technology pleads for the unlocking of economic growth through structural public-private partnerships and infrastructure investment.
KPMG SA’s Frank Blackmore believes that ‘whereas everybody overseas is basically a price taker, a market taker, Africa can make itself a market maker’.
The next phase must be about implementation, strengthening local suppliers, attracting investment and preparing for new technologies, says automotive industry specialist Edward Makwana.
A revenue overrun could narrow the budget deficit to 3.5% of GDP, while improving fiscal discipline and structural reforms strengthen the case for a return to investment-grade status within two to three years.
Only Realty CEO Grant Smee discusses the rise of ‘rentvesting’, digital nomads and why higher rental yields may encourage property owners to hold on to their investments.
Tonight, we cover market updates with Absa CIB, African credit ratings, carbon investment in Africa, the World Economic Outlook, online gambling regulation and the benefits of owning multiple properties.