Spar: it just gets worse
Spar’s loyalty levels with independent retailers may be worse than officially reported, and help explain its latest, surprise drop in profits…
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RMH lives on – so does the fight
RMH has undergone a board overhaul. But the new, slimmer body could see tensions around director independence…
‘Don’t trap our money’, say South Africa’s money managers
Should the cap on retirement savings invested offshore be lowered to 30%? Asset managers believe that’s misdiagnosing the JSE’s problem…
Behind Richemont’s curious market snub
Don’t be spooked by the market’s initial, sour response to Richemont’s results, say analysts. The company is in a luxury sweet spot…
Don’t dive at every penalty: the investing case for doing less
Telling investors to do nothing rarely works. A small, ringfenced ‘play pot’, bounded by rules, scratches the itch without damaging the core…
The crypto theft that changed everything
A six-month North Korean con drained $285m from Drift in 12 minutes, exposing DeFi’s central myth: that technology can eliminate trust…
Roll on 2029 as Pick n Pay delays breakeven, again
An unforgiving marketplace and no-holds-barred competition mean Sean Summers’ initial recovery timeframe now looks wildly optimistic…
Sanlam’s R400bn bet on who picks the pickers
Sanlam’s R400bn handover to Ninety One is a bet that distribution, passive and private markets will outlast running active funds in-house…
Meet Bernard Berson, one of the JSE’s highest-paid CEOs
Berson is making a killing thanks to long-term share incentives that were doled out during the Covid lows…
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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New PIC chair under scrutiny over wife’s R18m housing deal
New PIC chair Seiso Mohai faces DA questions over his…
The new PIC board: another ANC chair
Seiso Mohai is named PIC chair after a political fallout…
The race for De Beers is still wide open
Anglo and the Botswana government are sending mixed messages about…
PODCAST: ‘Sharp Sharp’ – ANC for sale
This week: paid political influence, Ramaphosa’s reform setbacks, the PIC…
