The déjà vu deficit: Keeping South Africa on the budget tightrope
SA’s deficit – the gap between what we spend and what we get in – is likely to be ugly when Enoch Godongwana unveils…
Suggestions
Transnet seeks R50bn bailout
Transnet is looking to government to help it manage its debt burden and lure the private sector…
Trump digs in: How the Cape Town Mining Indaba unearthed global shifts
Two big global trends emerged from this week’s mining indaba: geopolitical realignment and the shape-shifting commodity supercycle…
Mr Hazenile puts his foot in
Mines minister Gwede Mantashe has done his bit to worsen SA-US relations in a rambling off-the-cuff address at this week’s mining indaba…
DeepSeek: The algorithm that ate the market
DeepSeek’s arrival was more of a ‘big reveal’ than a game-changer. But has it changed the AI investing environment?…
The Expropriation Act and the ANC’s reliance on gloved hand-waving
Ramaphosa’s politics of performance risks disappointing the ANC’s supporters when its legislative innovations don’t result in the promised changes…
Trump the transactional: A dangerous relief
Trump the transactional is in the White House, and all deals are on…
RAF in ICU on court crash
The RAF is in ICU. Not only is its R8.3bn backlog denying victims compensation, but thousands of execution orders against it are now jamming…
The Rupert empire stubs out its last smoke
With Reinet’s R23bn sale of BAT shares, the Ruperts are out of the tobacco game. Is this the start of a bold new chapter…
AI, Trump and China: Decoding 2025’s investment playbook
How investors in South Africa should play the big themes of the year: AI, Trump and China (here’s looking at you, Naspers)…
Most Read
PODCAST: Iran and the strategy of denial
Robyn Curnow steps back, and explains why President Donald Trump’s…
The smell of napalm in the morning
Can’t you just picture Donald Trump yesterday, scowling into the…
Why companies are the real winners in this year’s budget
National Treasury has put forward the most company-focused set of…
The stunning rebound of South Africa’s PGM producers
Northam is the second PGM miner to post a colossal…
