Balwin’s buyout: the right move, long overdue
The PIC-backed R2.26bn buyout of Balwin Properties was overdue. Its long-cycle model was never well matched to public-market expectations…
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Arsenal: a century of family devotion
The Shapiro family’s loyalty to the football club began in 1927, when a feature on the club lit a spark in a young Jewish…
Real Politics: voters want service delivery, not ideology
Zille’s Joburg campaign is a bet that voters want working taps and lit streets – not foreign-policy fights. The 2026 local polls will test…
PODCAST: Regulating the rise of AI in financial services
The question isn’t whether regulators should respond to AI, but how they keep pace with rapidly moving technology…
If the oil runs out …
The oil market will run out of road by early August. Which means we need a diplomatic solution to Iran – fast…
State of the city: thoughts and prayers for Joburg
Dada Morero’s state of the city address was a cherry-picked fantasy of half-truths, in light of Joburg’s broken financial realities…
PODCAST: ‘Sharp Sharp’ – ruled by hitmen
Taxis, guns for hire and the Nigerian man who’s coining it as the Iran war interrupts global oil supply…
Truth tellers: can prediction markets up your investment game?
Prediction markets are a remarkable tool for gauging what the world thinks is about to happen (but remember: humans are bad at forecasts)…
How a perfectly faked SMS can empty your bank account
South Africans are bombarded with phishing scams. The tools to curb them exist, but until companies deploy them, nothing will change…
Business strategy: the three things that don’t change
What economists know about strategy that strategists keep forgetting: the constants a business can actually navigate by…
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South Africa, we are in terminal trouble
The country is being forced to reset its ambitions at…
Hyperscalers or just hype? How to build your AI watchlist
Picking your way through a blanket ‘AI-trade’ has become that…
Mind your market multiples
SpaceX, Anthropic, OpenAI: what the IPO class of 2026 (and…
Inside EasyEquities’ $10.75m AI play
Purple’s first major offshore deal could move the owner of…
