Kaya 959 Kaya Biz

Mid-year market review is Meryl Pick

Loading player...
As we wrap up the first half of 2025, we take stock of how markets have fared both locally and abroad. Joining us for this mid-year market review is Meryl Pick, Head of Equities Research at Old Mutual Investment Group. In this wide-ranging conversation, we unpack the performance of the JSE relative to global markets, assess the trajectory of the US market amid its recent dip and recovery, and explore the shifting geopolitical landscape and its implications for investors.



We also dive into the ongoing commodities cycle examining where we are and which sectors and assets have stood out in the past six months. A must-listen for anyone navigating today’s complex investment environment.
30 Jun 2025 4PM English South Africa Business News · Investing

Other recent episodes

El Niño Returns: Why SA Agriculture Is Ready

El Niño is back — but unlike previous drought cycles, South Africa enters the 2026/27 season with record soil moisture, dam levels at 95.5%, improved grain stocks and strong veld conditions. Absa AgriBusiness’ Loffie Brandt explains why the sector is better positioned, what risks remain, how rainfall timing and extreme…
14 Sep 2PM 9 min

Google SA on Practical AI Adoption

Ahead of the Nedbank IMC, Google SA’s Kabelo Makwane explains why many organisations remain stuck in AI pilot mode — and what separates those extracting measurable value. He breaks down leadership mindset, organisational readiness, responsible adoption, and how marketers can use AI to drive customer value, personalisation and growth.
14 Sep 1PM 21 min

DBSA Delivers R7.8bn Profit: Inside the Numbers

The DBSA has posted one of its strongest financial performances in recent years — net profit up 47% to R7.8bn, operating income up 21.7%, and disbursements rising to R20.7bn. But the picture includes rising NPLs, higher expected credit losses and liquidity pressure. CEO Boitumelo Mosako unpacks the drivers behind the…
14 Sep 12PM 19 min

Lesaka Turns Profitable: FY2026 Milestone Explained

Lesaka Technologies has delivered a landmark FY2026 performance — meeting or exceeding every guidance metric, surpassing the top end of its Adjusted EPS range, and achieving full‑year net profitability for the first time since its 2022 rebrand. Net Revenue rose 20%, Adjusted EBITDA climbed 41%, and Adjusted Earnings surged 229%…
10 Sep 1PM 14 min

FirstRand Delivers Record Dividend Despite UK Provision Hit

FirstRand has posted a resilient full‑year performance for June 2026, delivering the highest dividend payout in its history despite a sizeable UK motor commission provision. Underlying operations remain strong: FNB and RMB posted double‑digit profit growth, continuing operations delivered 13% earnings growth, and ROE reached 24.9%. CEO Mary Vilakazi explains…
10 Sep 1PM 14 min
All episodes