AI boom, equity bust ahead?
When an innovation wave hits, investors assume today’s leaders will reap the rewards indefinitely. DeepSeek shows that’s not necessarily true…
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South Africa’s Potomac collision is waiting
The failure of Air Traffic Navigation Services, the South African Weather Service and Acsa is creating a perfect storm for aviation in SA.…
Why Barloworld’s CEO should be benched
Whatever way you cut it, managing Barloworld would be a lot more straightforward for all if CEO Dominic Sewela was parked on the bench…
Gaps in the SARB’s inflation-targeting debate
The Reserve Bank seeks a lower inflation target, but weak research, rising costs and flawed data stand in the way. Swift government reforms are…
If Putin and Trump had a baby …
If Putin and Trump had a baby it might look like Rwanda’s Paul Kagame: a leader with imperialist ambitions and a tenuous relationship with…
The SARB’s schizophrenic policy guidance
To avoid unnecessary market volatility, the monetary policy committee needs to improve how it communicates its judgments and policy preferences.…
Hope is not a strategy in a new Trump world
Donald Trump is no joke. The unpredictability of his presidency is terrible for investment and policy planning – and SA is not immune…
The Expropriation Act bogeyman: It’s not as bad as you think
The new law is no panacea for the state’s glacial pace on land reform…
South Africa’s DRC shame
SA’s influence in Africa will be seriously undermined if the government withdraws its soldiers from a peacekeeping force in the DRC…
Waiting to exhale: Social media holds its breath
Ageing internet users will do anything for validation. Social media platforms will constantly find ways to slurp up that desperation for hearts and clicks.…
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Emergency savings: The boring habit that pays off
Research shows 87% of South Africans lack adequate emergency savings.…
How I spend my currency … with Satrix’s Kingsley Williams
The Satrix chief investment officer on home renovations, Krugerrands, and…
PODCAST: Can the DA be South Africa’s largest party?
New leader Geordin Hill-Lewis wants the DA to become the…
The Hormuz shock didn’t break markets – it repriced them
Oil is still flowing – but at a higher structural…
