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…
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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…
Trump and the shifting paradigm
Dissecting the Trump administration is complicated. But it’s clear the US no longer has the power, or money, to maintain its dominance…
The exchange … with Bidcorp’s David Cleasby
The market wasn’t agog over Bidcorp’s first-half results, but management reckons they were ‘exceptional’ in a distinctly average environment…
For De Beers, are diamonds really forever?
Between lab-grown diamonds and the frailty of consumers in China, natural diamonds have been on the wane. De Beers has a plan to turn…
The exchange … with Prescient China’s Tian Pan
September was a bonanza for punters in Chinese stocks – thanks to promises of a whatever-it-takes stimulus package by the Chinese authorities. Only, perhaps,…
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South Africa, we are in terminal trouble
The country is being forced to reset its ambitions at…
Hyperscalers or just hype? How to build your AI watchlist
Picking your way through a blanket ‘AI-trade’ has become that…
Mind your market multiples
SpaceX, Anthropic, OpenAI: what the IPO class of 2026 (and…
Inside EasyEquities’ $10.75m AI play
Purple’s first major offshore deal could move the owner of…
