Hard concentration: The real problem with Big Tech’s dominance
The risk isn’t that concentration exists, it’s what happens when expectations embedded in steep share prices aren’t met…
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No letting go of Tencent, says Prosus chair Koos Bekker
Investors say the argument for unbundling Tencent is compelling, citing China’s political risk. Prosus chair Koos Bekker sees it entirely differently…
The how-to (and why) of hard currency ETFs
There’s an ETF for just about anything you can think of – and in hard currency. Here’s what to consider…
The JSE bashes through 100,000. Now what?
A milestone close for the JSE all share index is almost entirely thanks to gold, platinum and Naspers shares this year. And the party…
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PODCAST: Iran and the strategy of denial
Robyn Curnow steps back, and explains why President Donald Trump’s…
The smell of napalm in the morning
Can’t you just picture Donald Trump yesterday, scowling into the…
The stunning rebound of South Africa’s PGM producers
Northam is the second PGM miner to post a colossal…
South African foreign policy: Vrot with contradiction
South Africa’s stance on Iran is as predictable as it…
