This week MoneywebNOW looked at SA agri price movements and challenges, Taiwan's China invasion risk, emerging market risks and opportunities, and Mpact results and local economy insights.

‘There are always plenty of good-quality companies with solid fundamentals, especially in the Africa universe’: Rami Hajjar – Allan Gray.

Analysis of results from MTN, Allan Gray on on challenges and opportunities in Africa and Simon’s take on the road to lower inflation.

Wandile Sihlobo of Agbiz on grain imports, vegetable prices, fruit exports, livestock concerns and wool to China.

Analysis of Nedbank results, Agri prices and the role of innovation in the search for returns.

‘The are many areas in South Africa where we can invest and expect to see robust growth, despite the current economic circumstances’: CEO Bruce Strong.

Analysis of US jobs data, results from Mpact and a chat about shareholder rights.

The Chinese are experiencing a really drastic upheaval in their real estate/lending sector: Viv Govender of Rand Swiss.

Viv Govendor on Tesla valuation and how geopolitics is affecting markets. Also, how to pick fund managers that deliver returns.

This week MoneywebNOW looked at inflation predictions, finding initially-mispriced winners, tech and consumer discretionary stock opportunities, slower-growing ecommerce, and Karooooo's ambitions.

Peregrine Capital tries to find companies that are the most mispriced, where you will get the most for what you pay: CEO Jacques Conradie.

Analysis of Mondi’s results, Peregrine Capital on spotting winners and Simon talks the base effect on results.

When you find good companies trading on compelling valuations and you have a long-term view, that's more often than not the time to buy: Flagship portfolio manager Kyle Wales.

Analysis of the banking sector and whether now is the time to be investing in tech stocks.

Over two years e-commerce as a percentage of retail sales has shot up and come back down, but is still in line with long-term average growth rates: AnBro Capital CIO Craig Antonie.