Bonds, banks are flavour of the month
Tariffs, market swings and GNU jitters rattle investors. But bonds and emerging markets offer value, so stay calm and don’t rush to switch your…
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Why Anchor is buying South African bonds
Anchor Capital sees value in short-term bonds as inflation eases. But it’s less gung-ho on South African equities…
The rand lottery: Betting on more strength
The rand is considered the cheapest emerging-market currency by Bank of America. Could 2025 be its clawback year?…
Why inflation stays high: Politicians can’t grasp economic realities
The late Tito Mboweni, followed by Gill Marcus and now Lesetja Kganyago, all had one key instruction from the government: tackle inflation. And all…
Go long! There’s still (some) money to be made in bonds
The rand, which has already strengthened to its strongest level in 18 months, could gain more ground – provided the government can sustain the…
Could the rand reach R13/$?
Old Mutual chief economist Johann Els has such a divergent view on how the rand will perform that it often keeps him up at…
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Coal ‘evangelist’ July Ndlovu bows out
The Thungela CEO talks renewables, coal prices, Eskom – and…
South Africa’s birds: The price of extinction
South Africa’s birds are disappearing, and it’s going to cost…
Did the banks implode Murray & Roberts?
Did a decade of poor decisions kill the construction icon,…
Swindled: Why no-one ever sees con artists coming
How did Mark Kretzschmar allegedly swindle more than R30m from…
