The Hormuz shock didn’t break markets – it repriced them
Oil is still flowing – but at a higher structural cost. This is what the Hormuz repricing means for inflation, rate expectations and bonds…
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High yields, less drama: The case for South African bonds
After a period where local income funds delivered double-digit returns and outperformed benchmarks, investors are asking: what comes next?…
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Ramaphosa: caught between a couch and a hard place
The Constitutional Court ruling on Phala Phala leaves Ramaphosa on…
Sibanye: not just a gold and PGM play
Sibanye-Stillwater is coining it, but can the gold and PGM…
South Africa’s tariff system is choking business confidence
Itac’s tariff investigations now take years, not months. Companies are…
Real Politics: Phala Phala ruling opens ANC leadership race
The Constitutional Court’s Phala Phala ruling forces parliament to act…
