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‘From a pure budget point – and it's off a much lower base – Ukraine was probably our best-performing business in that [Auto-Agri] area,’ notes CEO Steven Joffe.

Chantal Marx from FNB Wealth and Investments discusses PPC's return to profitability and Naspers's doubled profits, emphasising Tencent's influence. Steven Joffe, CEO of Invicta, reports strong results despite challenging trading conditions. George Kolbe from Momentum Life analyses the Retail Life Insurance 2023 claim statistics.

‘I do think this is a chance for [the Fed] to cut if we get another data print that's low,’ says Sebastian Mullins from Schroders.

Nick Kunze from Sanlam Private Wealth discusses Coronation’s victory in its case against Sars. Steven Brown from Fortress provides insights on the company’s five-month update, while Schroders’ Sebastian Mullins explains the implications of the latest positive economic data for the Federal Reserve.

Port congestion – especially in SA and Singapore – and rerouting carriers to bypass the Red Sea are causing logistical turmoil and massive delays, explains Dylan Govender from Investec for Business.

Schalk Louw from PSG Old Oak on Standard Bank's modest update and Sasol's windfall from Transnet. Investec's Dylan Govender on the logistics sector: Are ports improving? Simon's take on the ideal percentage of local investments in your portfolio.