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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SpaceX: buy the rocket, ignore the smoke?
SpaceX may not be a normal equity investment decision so much as a willing suspension of disbelief, as Musk reveals his numbers…
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…
Breaking bad: why rising bond yields should scare you
Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and…
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)…
Pay is up. So why are workers raiding pensions?
South Africans got above-inflation pay rises. Yet they’re raiding pensions, cancelling insurance and leaving jobs. Here’s why…
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…
Can WeBuyCars ride the Chinese import tsunami?
With consumers financially stretched and imports booming, WeBuyCars faces a tougher road to growth than investors once expected…
Why Spar should not be listed on the JSE
Spar is its network of independent retailers. But their rights are trumped in an environment where shareholder demands count most…
The legal problem with Treasury’s new capital controls
New exchange control proposals depend heavily on discretionary approvals and exemptions that invite inconsistency, unpredictability and arbitrariness…
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Virtual AGMs: dialling down shareholder democracy
The virtual-only AGM had its heyday during Covid. But it’s…
PPC’s comeback starts to cement itself
PPC’s CEO argues there’s still value in squeezing the business…
Renewables: plugging the localisation gap
Billions are flowing into South Africa’s green economy. But are…
Cash-flush Omnia sails through Iran crisis
The fertiliser and chemicals group is a far cry from…
