Kaya Biz

Investing in the Age of AI: Lessons From Past Disruptions

Allan Gray’s Nshalati Hlungwane explores what history’s great technological revolutions can teach us about today’s AI boom. From railways to telecoms, we unpack why early winners often stumble, how over‑investment cycles form, and why disciplined, long‑term thinking still matters.

26 May 4PM 15 min

What SA Homeowners Are Doing in 2026

The Absa Homeowner Sentiment Index hit an all‑time high of 88%—with — with buying, selling, investing, and renovating sentiment all rising. Tshepo Mashashane unpacks why South Africans remain so confident in property, what’s driving younger buyers, the rise of short‑term rental investment, and the key trends shaping homeownership in 2026.

25 May 5PM 22 min

Boxer Sales Boost Pick n Pay FY26 Performance

Pick n Pay’s FY26 results reveal a tale of two businesses: Boxer surges with 12.3% turnover growth, while the Pick n Pay segment posts a deeper trading loss. CEO Sean Summers discusses the turnaround plan, store resets, labor restructuring, the Boxer share sale, and how the retailer is navigating shifting…

25 May 4PM 16 min

Africa Day & AfCFTA: Turning Continental Unity into Economic Power

On Africa Day, we explore how the African Continental Free Trade Area could reshape the continent’s economic future. Jason Hamilton breaks down why AfCFTA is Africa’s most important growth lever, how global turmoil is creating new trade openings, and what SMEs, manufacturers, and tech innovators can gain from a fully…

25 May 4PM 14 min

Altron FY2026 operating profit climbs 25% after three-year turnaround

Altron delivered another standout performance—operating profit up 25%, headline earnings up 34%, and cash generation of R1.9bn. CEO Werner Kapp joins Kaya Biz to unpack Netstar’s R1bn EBITDA milestone, FinTech’s rapid scale-up, the shift to annuity revenue, and what’s next for the group’s multi-platform strategy.

25 May 4PM 9 min

Paymenow data shows SA workers lose 40% of purchasing power.

A new Paymenow analysis shows South African workers have lost more than 40% of their purchasing power over the past decade—even as headline inflation stayed within target. Rene Richter, Reward & Benefits Lead Advisor at Paymenow, joins Kaya Biz to unpack why wages aren’t keeping up, how transport and utilities…

21 May 2PM 10 min

Inside Investec’s Strong 2026 SA Performance

Investec SA has delivered a robust full‑year performance in a tough macro environment. CEO Cumesh Moodliar joins Kaya Biz to unpack the 5.2% rise in SA operating profit, strong momentum in specialist banking, wealth inflows, digital transformation, and what the bank expects from the South African economy heading into 2027.

21 May 2PM 13 min

Oceana H1 Results: Lucky Star Shines as Fishmeal Stumbles

Oceana Group has delivered a resilient set of interim results despite a 6% drop in revenue. Lucky Star and Wild Caught Seafood carried the half‑year, while Fishmeal & Fish Oil struggled under weak catch volumes and global pricing pressure. CFO Zaf Mahomed joins Kaya Biz to break down margins, cash…

21 May 2PM 18 min

Stats SA Explains April’s Sharp Inflation Rise to 4%

South Africa’s inflation rate surged to 4.0% in April, driven by fuel, transport, and housing pressures. Stats SA’s Patrick Kelly unpacks the numbers, the 1.1% month‑on‑month spike, and what’s behind the dramatic swing in transport inflation. We explore regional differences, goods vs. services inflation, and what this means for households…

20 May 4PM 11 min

Southern Sun Earnings Surge on Domestic Travel Boom

Southern Sun delivered a strong FY26 performance, with income up 9% and domestic travel driving a major rebound. CEO Marcel von Aulock discusses the second‑half surge, rising occupancy, R600 million in refurbishments, and the return of major events. We also explore offshore challenges, the impact of geopolitical tensions, and how…

20 May 4PM 11 min

4% Inflation and the SARB’s Next Move

With inflation back at 4% and oil‑driven risks rising, the SARB faces a critical decision next week. Economist Sifiso Skenjana unpacks the April CPI print, the credibility of the new 3% target, and whether a rate hike is now on the table. We discuss real interest rates, global financial conditions,…

20 May 4PM 15 min

PMBEJD Warns of Hunger Risk as Prices Rise

The national household food basket jumped 2.3% in April — the steepest rise in years. PMBEJD’s Mervyn Abrahams explains how fuel price spikes are already filtering into food costs, why minimum‑wage earners face a survival crisis, and how nutritional shortfalls are becoming a national security concern. We discuss urgent policy…

20 May 4PM 11 min

SA’s Housing Market: Resilient but Cooling

House price growth slows to 5.4% as supply constraints keep the market supported. FNB’s Koketso Mano unpacks demand trends, rental inflation, construction stagnation, and the risks posed by global financial tightening. Is the resilience sustainable — and is 2026 still a good year to buy?

19 May 5PM 17 min

Famous Brands Delivers Double‑Digit Growth

Famous Brands posts a resilient set of results in a tough consumer environment — with revenue up 5.6%, HEPS up 12.1%, and a higher dividend payout. CEO Darren Hele breaks down value‑driven consumer behaviour, cost pressures, the Midrand Cold Storage Facility, and the turnaround strategy for Signature Brands.

19 May 5PM 17 min

Calgro M3 Accelerates Megaproject Build

Calgro M3 pushes ahead with its strategic transition — shifting out of non-core projects, ramping up Bankenveld District City, and expanding its fast-growing Memorial Parks business. CEO Ben Pierre Malherbe explains the earnings dip, infrastructure investment, and how lay-by demand is reshaping burial affordability.

19 May 5PM 19 min

Cash Isn’t Enough: Why Employees Are Still Under Pressure

Salary increases averaged 5.43%, yet employees are withdrawing retirement savings at near‑record levels. Remchannel MD Lindiwe Sebesho explains why pay alone isn’t easing financial strain, how benefits are shifting, what two-pot withdrawals reveal, and why employers need integrated, high-impact reward strategies to support well-being.

18 May 5PM 12 min

WeBuyCars H1 Volumes Up, Margins Tight

WeBuyCars delivered strong volume growth and record buying and selling months despite a deflationary used-car market. Chief Strategy Officer Willem Klopper breaks down revenue growth, margin pressure, supermarket expansion, the Inspectify tech rollout, and the strategic GoBid acquisition — plus what buyers and sellers can expect next.

18 May 5PM 14 min

Astral’s 348% Profit Surge

Astral Foods posted a dramatic rebound, with operating profit up 348% and revenue rising 11%. CEO Gary Arnold explains the “stars aligning,” the turnaround in the Poultry Division, feed‑cost relief, import pressures, vaccination strategy, and what the next six months hold for SA’s most affordable protein.

18 May 5PM 19 min

How Tourism Is Carrying SA’s Economy

Eighty20’s Andrew Fulton unpacks new data showing how tourism is outperforming the rest of the economy — supporting 1.9 million jobs, driving R665bn in domestic travel spend, and positioning the sector to reach 10.3% of GDP by 2035. We explore provincial performance, consumer trends, and the risks that could slow…

14 May 4PM 10 min

Turning Tourism Momentum into Jobs

South Africa welcomed 10.5 million tourists in 2025—surpassing pre‑pandemic levels. But the real opportunity lies in how tourism can drive jobs and regional development. ANEW Hotels’ Alan Campbell explains why travel demand remains resilient, how tourism supports wider economic activity, and what policy shifts are needed to unlock long‑term growth.

14 May 4PM 13 min