RC 260930SAfm

Wednesday, 30 September 2026

Market Update focused on strong corporate results, the PIC’s governance reset, and economic opportunities spanning AI, small businesses, and South Africa-France investment ties.

Listen · 1:34 · AI-read recap
  1. 18:18

    The PIC reported assets under management of more than R3.6 trillion after approximately R600 billion in growth, while its CEO said governance and internal-control issues are now being addressed.

  2. 18:26

    Capitec’s interim headline earnings rose 19% to more than R9.5 billion, with a 31% return on equity and business banking identified as a major growth opportunity.

  3. 18:09

    David Shapiro described a two-speed global economy: booming AI infrastructure and technology investment on one side, versus high interest rates, oil prices and pressure on South African markets.

  4. 18:38

    The South Africa-France Business Forum highlighted cooperation on water management, industrialisation, capital raising and South African companies’ access to European markets.

  5. 18:46

    MedShield said it would focus its 2027 offering on limiting contribution increases for lower-cost options, after reducing solvency from 60% to 46% while enhancing member benefits.