Nvidia: What now?

A look at Nvidia and which South African consumer stocks could benefit from a recovery in discretionary spending. Plus, what upcoming credit rating reviews could mean for SA’s markets.

‘As landlords across the board, we have to think about how we survive with the disruption around us, rather than sitting around and waiting for a solution to happen’: Dipula Properties CEO Izak Peterson.

Analysis of Anthropic’s potential $1.5trn IPO. Plus, Dipula Properties’s strong results and its exit from residential property.

Queen Mahachi from Citadel explains why access to investments isn't the same as financial advice, and where professional advisors add real value.

Analysis of Premier Group’s strong results and a look at why access to investment products does not replace the need for professional financial advice.

Property is ‘the one asset that connects directly to the municipality. … It's probably more important for us as an industry than what's happening slightly more distantly at national government’ – CEO of Fortress and Sapoa president Steven Brown.

Analysis of strong Raubex results and MTN’s latest quarterly update, plus a look at what the election results mean for South Africa’s property sector.

Keith McLachlan of Element Investment Managers analyses the payment hyperscaler's revenue, infrastructure, and valuation.

Analysis of stronger-than-expected US jobs numbers and their impact on markets, plus a look at the warning signs of financial distress and when companies should consider business rescue.

‘You can actually look a client in the eye and recommend bonds because the returns there are significantly higher than they would have achieved over the last 10 or 15 years … but be careful where you look’ – Independent Securities CIO Simon Fillmore.