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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Constitutional Court fires a warning shot across NHI’s bow
The top court struck down the state’s certificate-of-need scheme. It…
Can WeBuyCars ride the Chinese import tsunami?
With consumers financially stretched and imports booming, WeBuyCars faces a…
PODCAST: On foreign affairs and the longevity of Larry the Cat
Mark Barnes and Tim Cohen on foreign affairs, Donald Trump…
Trump calls off strike on Iran
The US president says he’s called off a strike planned…
