The AI bubble that isn’t quite a bubble yet
The argument in favour of markets being in an AI bubble is statistically pretty strong. But there’s a counterargument too…
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Did the AI bubble pop – and we just didn’t notice?
Big Tech has been unwinding. Not with a crash. Not with a panic. But with a slow, almost imperceptible reset…
‘Don’t fret about a gold and stocks bubble yet’
Central bank strategy and stronger corporate profits are underwriting the gold and stocks stories…
Stockmarket thoroughbreds to buy now
With a rand at R16.50/$, now is the time to take a sniff offshore…
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The odd bank out
After years of leadership churn, and with a turnaround now…
South Africa House quietly closes for £3m renovation
Inside the unannounced closure of London’s South Africa House after…
Zero to $500m: Standard’s big China experiment pays off
Standard Bank’s renminbi experiment is taking off, driven by customer…
The glamour and plumbing of an IPO bookbuild
The madness of a bookbuild is a great place for…
