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Wandile Sihlobo from the Agricultural Business Chamber of SA considers the outlook for implementing the plan and the prospects for the agri sector in the new political dispensation.

RMB's Matete Thulare notes that the rand is reacting to the likelihood of a centrist coalition government as political parties begin serious negotiations. Wandile Sihlobo from the Agricultural Business Chamber of SA discusses the master plan for agriculture and which parties would best be suited to implement it. Reza Ismail from Prescient Investment Management on what we can expect from the Q1 GDP data due this morning and the bond market's response to the election results.

Today ‘we find solace in gold, in hedging our equity exposure other ways to generate a diversifying outcome away from equities’: Alec Cutler – Orbis Investments.

Nick Kunze from Sanlam Private Wealth unpacks results from Dis-Chem and Lewis. Philip Short of Flagship Asset Management offers insights on the GLP-1 producers Eli Lilly and Novo Nordisk. Alec Cutler of Orbis Investments explores alternative AI investment opportunities beyond Nvidia.

Current contributors to this long-term trend are the three Ds – demographics, de-globalisation and decarbonisation: OMIG investment analyst Sehrish Khan.

Wayne McCurrie from FNB Wealth and Investments discusses the rand post-elections, Zeda's results and Woolies's disappointing update. Old Mutual Investment Group's Sehrish Khan on why inflation will be higher for longer. Simon shares his views on why attempting to time moving rands offshore is a mug's game.