Subscribe

Debt has never been simple, but the shift from JIBAR to ZARONIA has added a whole new layer of complexity. Ian Norden of Intengo Market joined me to unpack what South Africa's new benchmark rate means for borrowers, lenders and treasury teams - and how Intengo can help.

Capitec Limited reported headline earnings growth of 19% to R9.5 billion for the six months ended 31 August 2026, a result underpinned by momentum across every one of its South African businesses.

In this deep dive, I contrast BHP and DRDGOLD as mining houses at the opposite end of the size and capex spectrum. Where BHP has diversified into copper, DRDGOLD has stuck to its knitting. But will that continue?

In this deep dive, I look at the recent results of Absa and Standard Bank. There's much to learn from these financial services giants, but there's one clear theme that came through for me: though Africa may tell a great story in a slide deck, the South African businesses are still doing the heavy lifting.

With the August / September earnings season behind us, it's helpful to look at share price moves over the past 30 days on the JSE to see how sentiment has shifted. The PGMs have driven the Top40 higher, while insurance has taken a breather.

At the halfway mark in 2025, we've lived through some huge geopolitical shifts. The world's gaze has shifted beyond just the US market. Many investors choose to stick with what they know in times like these. This means homegrown favourites on the JSE. But which stocks have been the big winners thus far this year, and what do they have in common?