RC 260923SAfm

Wednesday, 23 September 2026

The episode centred on a surprise rate hike, strained US-South Africa relations, investor behaviour during market uncertainty and practical efforts to build more inclusive leadership and mobility.

Listen · 1:12 · AI-read recap
  1. 18:02

    The Reserve Bank raised the policy rate by 25 basis points to 7.25%, lifting the prime lending rate to 10.75%, citing continued high oil prices.

  2. 18:12

    Markets weakened as commodity prices fell and the rand softened; David Shapiro said the hike was expected, with mining shares bearing much of the pressure.

  3. 18:18

    A US ambassador denied saying former president Thabo Mbeki should handle current tensions, while analysts described the wider relationship as a diplomatic stalemate.

  4. 18:32

    Alan Gray warned investors against herding, recency bias and AI-driven false confidence, urging them to test popular narratives against fundamentals and price.

  5. 18:46

    The International Women’s Forum South Africa said it trained about 1,000 women in finance and accounting last year, linking awards to mentorship and leadership development.