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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PODCAST: Trump’s Venezuela gamble
Robyn Curnow looks at the big picture behind Trump’s Venezuela…
R1,000 for every South African baby? Sarupen thinks it could work
Purple CEO Charles Savage says South Africa could launch its…
The economic fix: Sarupen’s roadmap to faster growth
Fix the plumbing, slash the red tape and confront our…
Koos Bekker’s share sale puzzle
The Naspers chair has offloaded R2.5bn of Prosus and Naspers…
