Behind Richemont’s curious market snub
Don’t be spooked by the market’s initial, sour response to Richemont’s results, say analysts. The company is in a luxury sweet spot…
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PODCAST: South Africa’s agricultural sector is blooming
Circumstances notwithstanding, South Africa’s agricultural exports could hit record levels this year. It’s a fabulous turn-up for the books…
SpaceX: buy the rocket, ignore the smoke?
SpaceX may not be a normal equity investment decision so much as a willing suspension of disbelief, as Musk reveals his numbers…
Cape storms threaten more than just food security
The storms hurt farms, but the real threat to agriculture is broken logistics, slow disaster response and delayed wheat tariffs…
Constitutional Court fires a warning shot across NHI’s bow
The top court struck down the state’s certificate-of-need scheme. It serves as a warning to NHI’s architects: good intentions aren’t enough…
PODCAST: On foreign affairs and the longevity of Larry the Cat
Mark Barnes and Tim Cohen on foreign affairs, Donald Trump and Xi Jinping, and the denizens of 10 Downing Street. And AI…
This train goes to a castle in the air
When it comes to dreaming big, the state’s rail master plan is up there with the NHI. Unfortunately, it seems equally unattainable…
Of hippies and law: the macrobiotic theory of BEE
Has BEE in the legal fraternity actually been a failure? It depends on what you expected in the first place…
PODCAST: The prime minister, the president, and the lettuce
Has local politics reached its nadir? In this episode of ‘Listen UP’, Mark Barnes and Tim Cohen tackle the topic. With Ann Berstein.…
South Africa’s tariff system is choking business confidence
Itac’s tariff investigations now take years, not months. Companies are giving up on a system too slow, too opaque and too discretionary to trust…
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Spar: it just gets worse
Spar’s loyalty levels with independent retailers may be worse than…
How Joburg’s budget destroys the SARB’s balancing act
Joburg’s tariff increases gravely undermine the Bank’s efforts to rein…
Real Politics: stuck with a president fighting for himself
The Phala Phala ruling has revived impeachment proceedings against Ramaphosa,…
RMH lives on – so does the fight
RMH has undergone a board overhaul. But the new, slimmer…
