Why fixed income still shines amid Trump 2.0 and GNU
Trump 2.0. GNU jitters. Markets on edge. Bonds and cash are the grown-ups in the room, offering real returns when the world goes wobbly…
Suggestions
Bad economics
The idea of using South African lenders’ balance sheets to magic up more investment is alluring – but it’s misguided, and potentially dangerous…
Boxer: A game-changer in South African retail?
If Boxer maintains its current momentum, it could emerge as a transformative force in the South African grocery sector…
All aboard the gravy plane
Sixteen ministers spent R47m on international travel in just eight months. Is South Africa’s cabinet living the jet-set life?…
Weaponising the fiscus
Irrespective of where you stand politically, there is one immutable truth: every state, company or household must have a budget that balances…
African banks score big in latest survey
African banks’ brand value rose $15.1bn last year, with South Africa’s Capitec up a cool 100%…
Trade your view: What glitters is gold
From glimmer to glitter: with gold above $3,000 and uncertainty rising, is it time to add a gold ETF to your portfolio?…
Rating the AGMs – how the old Barlow’s unbundlings stack up
It’s AGM season for the old Barloworld stable of companies; Spar and Nampak get top marks but the original scores a ‘fail’…
With a US recession around the corner, where are the adults?
There will be a recession in the US, not because of inflation, Covid or the Ukraine – but because of the uncertainty Trump has…
Trump and the shifting paradigm
Dissecting the Trump administration is complicated. But it’s clear the US no longer has the power, or money, to maintain its dominance…
Most Read
Africa: A continent of limitless potential
Standard Bank’s Keep Growing campaign is a promise to embrace…
Why halting SA’s debt binge is a huge win for the GNU
For the first time in fifteen years, South Africa’s debt-to-GDP…
Now the party is over, who washes the G20 dishes?
The G20 event was marked most by US and Chinese…
Keeping his shorts: Hedge fund OG Jean Pierre Verster
The founder of Protea Capital Management made his name shorting…
