Is luxury back? Unpacking LVMH’s stunning rally
The French conglomerate’s share price surged last Tuesday as it marked its first quarter of growth for 2025. Could this be an inflection point…
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China’s African harvest: Trade wars are reshaping the fruit bowl
A peachy stone fruit deal between South Africa and China is the latest in a list of African agriculture trade wins…
Africa’s trade goes east as Trump slams the western door
The continent’s exports to China are going gangbusters, and India is proving no slouch as a trade partner either…
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…
Why an African trade pivot to China may not be so simple
China doesn’t look kindly on Eswatini’s recognition of Taiwan. Could that stand in the way of preferential tariffs for the Southern African Customs Union?…
Zero tariffs, high stakes: China courts Africa as US retreats
In the wake of Trump’s tariff announcements, Beijing’s offer of zero tariffs to African countries is a well-timed, calculated move…
Behind Trump’s calculation on China
Trump’s tariff war and foreign policy agenda are being driven by a need to combat the fiscal crisis and the US’s hollowed-out manufacturing base…
What Trump’s trade rivals might use as payback
As Trump focuses his attention on slapping tariffs on imported goods, rivals eye the US’s powerful services sector for retaliation…
Koos Bekker’s share sales: Bricks over tech?
The Naspers chair has sold chunks of his shares to fund his hotel-building spree. But for ordinary investors, now might be the time to…
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…
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Africa: A continent of limitless potential
Standard Bank’s Keep Growing campaign is a promise to embrace…
Why halting SA’s debt binge is a huge win for the GNU
For the first time in fifteen years, South Africa’s debt-to-GDP…
Keeping his shorts: Hedge fund OG Jean Pierre Verster
The founder of Protea Capital Management made his name shorting…
Now the party is over, who washes the G20 dishes?
The G20 event was marked most by US and Chinese…
