The South African stock market is large, liquid and operationally on a par with developed market exchanges. We contextualise the South African stock market within the global landscape, exploring index concentration and investability. We also show the particular breadth advantage for medium-sized equity portfolios, given the heavy market concentration in large capitalisation companies.

Sonos are renowned for providing “the ultimate home wireless sound system”. We explore the unique differentiators underpinning their rapid rise and assess their growth prospects.

Over the past decade, The Foschini Group (Foschini) has evolved remarkably from a primarily credit-focused, South African retailer into a diversified player with significant presence in the UK and Australia. In addition to expanding geographical reach, it has also shifted to focus more on cash-based sales and developed an ambitious platform for growth. We delve into Foschini’s key strategic characteristics and unique merchandising approach, that underpins their ability to effectively adapt to the changing retail landscape.

Premier Foods (Premier), one of South Africa’s oldest food and consumer packaged goods businesses, started as a small bakery in 1824 and has grown to be a leading branded and private label food manufacturer operating in South Africa, Eswatini, Mozambique, Lesotho and the UK. Products are distributed through an established network of over 24 distribution centres, servicing both formal and informal markets.