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…
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The many ways gold is misunderstood
Gold doesn’t really rise or fall: currencies do. A different way of looking at the world’s oldest store of value…
From millstone to option value: How South Africa has changed for Anglo
An improved performance by Transnet could catalyse the expansion potential of the manganese and iron ore mineral fields Anglo has stakes in…
Pan African goes all in on Australia’s ‘heart of gold’
Pan African Resources plans a A$311m all-scrip takeover of its joint-venture partner Emmerson to expand its Australian footprint…
The stunning rebound of South Africa’s PGM producers
Northam is the second PGM miner to post a colossal improvement in profits. Is it just a flash in the pan though?…
African shares are set for another humdinger year
A weaker dollar and bargain-basement valuations could again herald bumper returns in 2026…
Hot metal: Behind the boardroom coup at Copper 360
A bloodless Sens statement about a reshuffle in ‘executive responsibilities’ points to ructions at the pure-play mining group…
Talk is cheap: Will the new mining initiative include communities?
Industry leaders gathered in Cape Town to discuss responsible mining and global standards, but the gap between rhetoric and reality is as wide as…
Anglo American’s maple leaf temptations
Will Anglo American settle its corporate identity crisis by becoming Canadian?…
The canary in the mine: Why South Africa’s exploration plunge matters
Mining exploration spend ebbed to R781m in 2024 from over R6bn in 2006. Only big changes to a contested new mining bill will break…
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Why South Africa is so vulnerable to the Iran war
The Iranian oil shock is reversing South Africa’s modest recovery,…
Mark Mobius: The man who sold the world
With Mark Mobius’s death this week, the world has lost…
Africa has turned the screw on its gold miners. Just ask Gold Fields
Gold Fields is one of a number of mining companies…
Iran-US ceasefire in question
Tensions between the US and Iran are sharpening in the…
