Buy the global locals – Old Mutual
Old Mutual Investment Group is banking on an underwhelming performance by US stocks, and a strong showing by some JSE majors…
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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…
The trouble with the King codes’ toothless director recommendations
You wonder why the drafters of the King V director codes bother, with plenty of governance escape clauses for directors who are anything but…
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…
Half the South Africa fund in four stocks? Yep, that’s John Biccard
Legendary value investor John Biccard tells us what he’s buying, what he’s sold, and what he makes of the new world order…
When pay increases turn bad, Godongwana-style
Expecting a raise? Without tax bracket adjustments, even a 5% increase could leave you poorer in 2025. Here’s why your take-home pay may shrink…
How I spend my currency … with Bright Khumalo
What does a money man do with his personal finances? We spoke to Vestact’s Bright Khumalo to find out…
Impala Platinum eyes breakout as buyers return
Momentum is building in Impala Platinum as higher lows suggest growing investor appetite…
The exchange … with Remgro’s Jannie Durand
Remgro has slated the length of time it takes to do deals in South Africa as ‘totally unacceptable’. Still, business is looking up…
Amplats does the hard sell
Anglo Platinum will leave the embrace of Anglo American in June as ‘Valterra’ – hopefully just in time for a rebound in PGM prices…
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Pick n Pay: Lost cause or basement bargain?
Another bruising trading update shows Pick n Pay bracing for…
This time it’s different: Ramaphosa deploys army, vows jail for municipal officials
The president’s state of the nation address may have been…
Anglo American’s maple leaf temptations
Will Anglo American settle its corporate identity crisis by becoming…
Battle of the grocery gourmets
Spar has entered the fray at the premium end of…
