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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Motsepe’s ARC ruled not liable for breach in Pula dispute
ARC has won a legal battle against Pula in South…
PODCAST: ‘Nothing Works but the People’ – the brewmaster
Pheladi Sethusa’s new podcast does a dive into South African…
Emergency savings: The boring habit that pays off
Research shows 87% of South Africans lack adequate emergency savings.…
US pivots to economic warfare on Iran
From dropping bombs to pressuring banks, the US is upping…
