Africa – finally boom adjacent
Improving terms of trade, strengthening currencies and falling inflation are priming the continent for a growth surge…
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Can SuperRand hang onto its hero year?
The rand’s gains are largely a story of dollar weakness, but there a few home factors that could see the unruly currency strengthen further…
The gold standard returns
A lot of analysts see gold’s spike above $4,000 as FOMO, but the fact that central banks are such strong buyers suggests something else…
After the shock: Is Nigeria on a path to sustainability?
After a forex shock, the gap between the official and parallel dollar-naira exchange rate has narrowed. Is the country finding a more stable footing?…
Traders slate the CompCom’s rand-rigging reasoning
Local traders have made short work of the Competition Commission’s latest arguments against a host of banks in the so-called rand-rigging case…
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…
African currencies: The year they didn’t fall over
African currencies are notoriously ‘volatile’. But in an unusual turn of events, all are up against the dollar in the year to date…
S&P flags risks, but Africa remains resilient
Africa faces debt pressure and trade risks, but growth and stable ratings show resilience. S&P Global sees downside risks as financial conditions tighten…
Will Trump end the dollar bull run?
The mighty US dollar could finally be due a bear market after 14 years of dominance. But does it even matter for the average…
‘It’s bumpy’: Why markets keep surprising us
Markets are moving rapidly, driven by major macroeconomic shifts, a weak dollar and AI. Strategy demands nuance, patience and skill…
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Be smarter about your tax affairs before you invest and…
Can SuperRand hang onto its hero year?
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A lot of spending makes no sense until you peel back…
