Citywire picked up on an EBnet podcast in which Mergence CIO Peter Takaendesa argues that many of South Africa’s structural constraints also create investment opportunities. He highlights five pillars for unlocking growth: reliable energy supply, improved logistics and infrastructure, stronger digital connectivity, deeper capital investment, and better governance and competition. While these areas currently constrain economic activity, Peter says reforms and private-sector participation could turn them into catalysts for growth. For investors, the key is identifying companies positioned to benefit as these structural bottlenecks are gradually resolved.

NVIDIA shares swing as investors digest record-breaking results
NVIDIA shares swung after the chipmaker posted record first-quarter revenue of $81.6 billion, fuelled by booming AI demand. The stock