Unlocking South Africa’s market potential
The recent surge in commodity prices is driving demand for equity investing in South Africa. But making the most of it requires an innovative…
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Hiking the narrow ridge: Eight market themes for investors
With the world in flux, this is the time not for passive exposure or macro bets, but for quality – for deliberate selection and…
Africa’s equities: Tiny by size, towering by returns
African stock markets have shown strong returns over the past two years – in dollar terms too. What’s causing this? And is it sustainable?…
African debt markets: ‘Not junk, just misunderstood’
Old Mutual’s African Frontiers Fund has returned 11.3% every year for the past three years in dollars – beating plenty of less risky markets…
Trade your view: Is that too much US in your ETF?
With US equities dominating global benchmarks and volatility at a high, you may want to rethink your ETF portfolio…
Is the ‘US exceptionalism’ trade over?
The US market has fallen out of bed with a thud thanks to Trump’s on-off tariffs. Is now the time to switch out of…
The exchange … with Purple Group’s Charles Savage
A massive swing back to profit for Purple Group raises the question: when will its share price follow suit?…
Pitch up, speak up – and rate the AGM
It’s sad to see that Shoprite has joined the ranks of JSE-listed companies that are prohibiting their shareholders from pitching up in person to…
Nampak’s rise from the ashes
The meeting was over and all but a few stragglers had headed off into the late afternoon Cape Town traffic. They included the CEO,…
My worst day in the market
“It was October 1987: a mad time for stockbrokers because we were in the middle of a global listings boom. It made subsequent booms…
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PODCAST: Iran and the strategy of denial
Robyn Curnow steps back, and explains why President Donald Trump’s…
The smell of napalm in the morning
Can’t you just picture Donald Trump yesterday, scowling into the…
The stunning rebound of South Africa’s PGM producers
Northam is the second PGM miner to post a colossal…
South African foreign policy: Vrot with contradiction
South Africa’s stance on Iran is as predictable as it…
