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’…
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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…
The budget that almost wasn’t – and maybe still isn’t
Godongwana may have said the right things about cost containment in his budget speech, but he lacked detail about cost-containment targets…
Bring back the 90s to reset South Africa’s economy
South Africa is facing stage four economic cancer. But real reforms, tough choices, and strong leadership can set us right…
Google’s R500m news payout: Fair or extortion?
South African regulators want Google to cough up for local media’s decline – but is it really to blame?…
Diplomacy is not ‘The Apprentice’, Donald
The blunt approach taken by Donald ‘The Apprentice’ Trump is getting results – but true diplomacy with lasting solutions must be a lot more…
US interest rates: What the charts say
If a key US indicator is to be believed, expectations are on the rise that interest rates could be edging higher…
No go for Ayo as JSE suspends trade
Ayo’s financials are missing and its shares suspended. Delays, losses and a winding-up bid – who’s looking out for shareholders?…
Panyaza Lesufi’s grand farce
The Gauteng premier’s state of the province address was two hours and six minutes of hot air, recycled thinking and grandiose promises…
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Breaking bad: why rising bond yields should scare you
Bond yields are at levels last seen in the 2007…
Truth tellers: can prediction markets up your investment game?
Prediction markets are a remarkable tool for gauging what the…
Inflation hits 4%, putting rate hikes firmly in play
South African inflation hit a 20-month high of 4% in…
Pay is up. So why are workers raiding pensions?
South Africans got above-inflation pay rises. Yet they’re raiding pensions,…
