Kaya Biz

Six PIC directors have resigned, Treasury has begun steps to remove others, and whistleblower allegations of interference are mounting. Independent analyst Khaya Sithole breaks down the governance crisis unfolding at the Public Investment Corporation, what’s driving the board exodus, and what this means for the R2.5 trillion in assets the PIC manages — including public sector pensions. www.kaya959.co.za · Kaya FM

With inflation rising to 5.0%, fuel prices surging, and administered costs climbing, the SARB’s Monetary Policy Committee faces a tough call. Sanlam Investments economist Patrick Buthelezi unpacks today’s CPI print, the risks driving inflation, and what to expect from tomorrow’s MPC meeting. Essential listening for anyone watching interest rates and consumer pressure. www.kaya959.co.za · Kaya FM

Nominal salaries are barely rising — but inflation isn’t slowing down. The latest PayInc Net Salary Index shows real salaries falling 3.6% year‑on‑year, hitting their lowest level in two years. Economist Elize Kruger explains why salary growth has stalled, how administered prices are eroding purchasing power, and what this means for consumer spending and economic growth in 2026. www.kaya959.co.za · Kaya FM

South Africa’s inflation rate climbed to 5% in June, driven by transport inflation at 12.7%, rising administered prices, and broad‑based cost pressures. Patrick Kelly from Statistics South Africa breaks down the latest CPI data and explains what’s behind the spike. A must‑listen for anyone tracking inflation, consumer pressure, and policy direction. www.kaya959.co.za · Kaya FM

FNB Senior Economist Siphamandla Mkhwanazi unpacks the latest 2Q26 Commercial Property Insights — revealing an uneven recovery across office, retail and industrial segments. He explains why industrial property remains the standout performer, why office continues its long structural adjustment, and how moderating inflation and future rate cuts could reshape investment appetite into 2027. www.kaya959.co.za · Kaya FM

The JSE SheInvests platform has become one of South Africa's leading initiatives dedicated to advancing women's financial literacy and investment confidence. SheInvests empowers women through accessible financial education, practical investment insights, and meaningful conversations that inspire long-term wealth creation. As the platform has grown into a nationally recognised movement, it continues to create opportunities for women to connect, learn from industry leaders, and participate more confidently in the country's financial markets. For more we speak to JSE's Chief Marketing and Corporate Affairs Officer, Vuyo Lee… www.kaya959.co.za · Kaya FM

With the July MPC meeting looming, Bank of America economist Tatonga Rusike unpacks South Africa’s inflation trajectory, rising expectations, and the tight call facing the Reserve Bank. He explains why the case for a rate hike and the case for a hold are both compelling — and what the decision means for households, businesses and the broader policy path into 2027. www.kaya959.co.za · Kaya FM

South Africa’s automotive sector is entering a defining six‑month stretch — one that Ford Africa President Neale Hill says will determine whether the industry engineers its growth or manages its decline. From municipal stability and regulatory clarity to global competition and household affordability, Hill outlines the five pressure points that will shape South Africa’s industrial future. www.kaya959.co.za · Kaya FM

Old Mutual shares insights from its latest claims data: R14.6 billion paid out in 2025, a 94% payout ratio, and a near‑R100 billion milestone since 2002. Severe illness claims remain dominated by the Big 4 — cancer, heart attacks, strokes and CABG — while disability claimants are getting younger and lifestyle‑related illnesses rise sharply. We speak to Sharvanie Sooriah, Snr Regional Product Marketing Specialist at Old Mutual www.kaya959.co.za · Kaya FM

Moore Infinity’s Danie Dörfling explains why South Africa recorded the highest Thrive Index score globally — 47.6 — outperforming 16 other economies. Despite geopolitical instability, rising costs and labour market fragility, SA mid‑market firms show strong business performance, driven by digital transformation, productivity gains and improving macro conditions. Danie breaks down global trends, cost pressures, investment intentions and the opportunities ahead for SA’s resilient mid‑market sector. www.kaya959.co.za · Kaya FM

Old Mutual’s Ndumiso Zulu and Lula’s Clinton Thomas unpack the real funding landscape for South African SMEs — from cash‑flow pressure to investment readiness, construction‑sector bottlenecks, and why only 6% of SMEs access formal finance. They explore how blended support, alternative lending models, and faster payment cycles can unlock the next wave of entrepreneurial growth. Kaya FM

Michanic founder Lesetja Dikgale shares how a simple moment of frustration with a delayed car repair sparked a national mobile‑mechanic platform. He unpacks the early mistakes, the operational rebuild, the financial model overhaul, and how the Impact Finance Network helped him become investor‑ready. A masterclass in starting lean, scaling smart, and building systems that last. Kaya FM

Gift Lubele closes the SMME Playbook with a forward‑looking conversation on tech‑enabled entrepreneurship. From building Green Riders and MyWaste to leading AI strategy at Yiedi, Gift shares lessons on starting lean, scaling impact, using AI responsibly, and the skills tomorrow’s founders will need to thrive. Kaya FM

South Africa’s pet sector is booming — now worth R10.4bn and growing at nearly 16%. Trade Intelligence’s Andrea Slabber and Petshop Science’s Trevor Paxton unpack the emotional drivers behind pet spending, the tension between premiumisation and affordability, the rise of specialist pet retail, and what pet baskets reveal about middle‑class financial resilience. Kaya FM

Alexforbes delivered a resilient FY26 performance, with AuM and administration up 22% to R733 billion, a steady dividend, and 91% of revenue anchored in South Africa. CEO Dawie de Villiers breaks down solvency strength, client behaviour, digital transformation, and where the group sees growth in FY27 across retirement, healthcare and investments. Kaya FM

Intellectual property is no longer a legal afterthought — it’s a commercial asset. RNMS Inc. founder Rachel Sikwane explains how trademarks, copyright, patents and trade secrets drive competitive advantage; the biggest mistakes businesses make; how to commercialise IP for revenue; and why African market expansion demands proactive IP protection. Kaya FM

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 are crushing household budgets, and why employers must rethink reward strategies in 2026. Kaya FM

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. Kaya FM

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 flow strength, debt reduction, and what consumers can expect from Lucky Star pricing and supply in the months ahead. Kaya FM

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 and policymakers heading into the SARB’s May meeting. Kaya FM

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 the group’s net cash position sets up future expansion. Kaya FM

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, and what households and small businesses should prepare for in the months ahead. Kaya FM

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 interventions and practical advice for families under pressure. Kaya FM

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? Kaya FM

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. Kaya FM

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. Kaya FM

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. Kaya FM

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. Kaya FM

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. Kaya FM

Simon Blaire breaks down the latest PNet Job Market Trends Report, showing how AI skills have shifted from niche to mainstream across industries. We explore the rise of generative AI and the difference between AI development and AI application skills. Kaya FM

Independent management consultant Stephan J. Lamprecht argues that South Africa’s real growth potential lies in targeted, sustained investment into SMMEs. We unpack the fragmented support ecosystem, the reforms needed to unlock scale, and how a coherent economic narrative can drive meaningful small-business growth. Kaya FM

We explore how the Middle East conflict is driving up fertilizer, diesel, and freight costs across South Africa’s agricultural value chain. Nkhensani Mashimbyi from Absa AgriBusiness explains the risks for producers, the knock-on effects for food inflation, and where export opportunities—especially in citrus—remain strong. Kaya FM

André Lourens, an economist from the Minerals Council SA, unpacks February’s 9.7% surge in mining production, driven by PGMs, gold, and manganese—and why iron ore and coal remain weak. We also examine easing input costs in February, the expected spike from March. Kaya FM

With the FIFA World Cup approaching, Mthobisi Mthimkhulu from Allan Gray, draws parallels between football strategy and investing. We discuss long‑term planning, emotional discipline, diversification, and how consistent decision‑making compounds over time. Kaya FM

Momentum Investments’ Herman van Papendorp explains why South African equities are emerging as one of the most attractively valued asset classes globally. We explore valuation gaps, improving domestic fundamentals and renewed foreign inflows Kaya FM

FNB & WesBank Senior Economist Thanda Sithole analyses February’s 2.8% drop in manufacturing output and the sharp fall in PMI activity. We unpack fuel‑related input costs, weak domestic demand, global uncertainty, and what this means for South Africa’s growth outlook in 2026 Kaya FM

Aviation expert Hein Kaiser discusses the resignation of SAA’s Group CEO, multiple board exits, and the appointment of an acting CEO. We explore governance concerns, operational stability, rising fuel costs, and whether SAA’s recovery trajectory is at risk amid intensifying competition and global uncertainty. Kaya FM

To unpack real career opportunities in South Africa’s growing property sector, we catch up with Property Point founder Shawn Theunissen. From valuations to commercial leasing and development, we explore high‑demand roles, entry routes for youth, and how township communities like Soweto can build their own property ecosystems Kaya FM

Standard Bank’s Norman Nyawo breaks down double‑digit growth in consumer spending over Easter 2026. We look at regional trends, sector winners, the rise of digital payments, and what this means for business confidence and SME growth heading into mid‑year. Kaya FM

Nedbank’s Salathiso Sikonje unpacks the latest NedFinHealth Monitor, revealing how South Africans are coping with rising living costs. We explore financial stress levels, improved budgeting habits, weak long‑term planning, and practical steps households can take to build sustainable wealth despite economic pressure. Kaya FM

DDG Tseliso Maqubela from the Department of Mineral and Petroleum Resources explains the root causes of South Africa’s steep April fuel hikes, the nationwide shortages, and what interventions are being considered to stabilise supply. Kaya FM

With petrol heading toward R26 per litre and diesel nearing R28, South Africans are searching for practical ways to stay mobile. Weelee CEO Errol Levin explains why pre‑owned hybrids are emerging as the smartest hedge against fuel volatility Kaya FM

Kearney’s Global Business Policy Council unveils the 2026 FDI Confidence Index®, revealing the top global and emerging markets expected to attract investment over the next three years. Africa Managing Partner Theo Sibiya breaks down the trends shaping investor sentiment Kaya FM

Alexforbes’ latest Manager Watch™ Survey reveals a shifting investment landscape: multi‑managers gaining ground, domestic equities outperforming, and global diversification accelerating. Executive Janina Slawski explains what the data means for retirement funds, asset managers, and the future of investment strategy in South Africa. Kaya FM

Electricity inflation has surged 85% since 2020, water is up 68%, and low‑income households now spend nearly 67% of their income on food and utilities. Senior economist Raksha Darji unpacks the Competition Commission’s March 2026 Cost of Living Report — revealing structural failures, pricing behaviour, and what must change to ease pressure on South African households. Kaya FM

Newly appointed COO of Cliffe Dekker Hofmeyr, Phetheni Nkuna, joins Pivot Point to discuss her rise from employment law specialist to one of the most influential operational leaders in African legal practice. Kaya FM

Gauteng is chasing R200 billion in new commitments after securing R312.5 billion in pledges last year — but only 28–30% of those have converted into real projects. PwC Chief Economist Lullu Krugel joins us to unpack the credibility of the province’s investment story Kaya FM

From actor to filmmaker, Thabiso Mavovo is part of a new generation reshaping African cinema. He reflects on his creative awakening, the impact of the MultiChoice Talent Factory, and the emotional heartbeat behind his film Keletso Kaya FM

Fuel volatility is squeezing the continent’s smallest traders hardest. EndlessLife Group’s, Zohakiy Mbi‑Njifor, explains how rising transport costs threaten the 30,000–50,000 South African SMEs operating across borders. Kaya FM

Applications are open for one of South Africa’s most prestigious entrepreneurship fellowships. Landi Mashiloane, Fellowship Selection Manager, unpacks what makes the Allan Gray Orbis Foundation’s University Fellowship different and who should apply Kaya FM