Investec vs Investec: The Mr Price deal debacle
Investec Equities has downgraded Mr Price on the deeply-disliked NKD purchase, even as the bank lauds its role in a ‘successful transaction’…
Suggestions
The gravy train economics of CEO pay
If executive pay is meant to reward performance, why do so many CEOs earn more when their companies make less?…
Beware the blindspot, warns AI fundi Warren Buhai
Using data more smartly and smoking out his own blindspots has been key to Stanlib portfolio manager Warren Buhai’s evolution on the JSE…
Bull stampede: Why some African stock markets exploded in 2025
Some of the hottest world stock markets in 2025 were to be found in Africa. Much depends on the Iran war if 2026 is…
Achtung! Why the market’s not cheering Mr Price’s NKD punt
Analysts remain dubious that Mr Price can magic growth out of its German acquisition after years of poor performance …
JSE: Strong results, stuck exchange
The JSE has paid a special dividend on a jump in profits amid ongoing delistings, a fight with A2X and continued debate over its…
Waste not, want not: DRDGold’s R2.7bn bonanza
A huge bet on solar power and a rampant gold price mean record margins for the 130-year-old mine-waste specialist…
Pick n Pay: Lost cause or basement bargain?
Another bruising trading update shows Pick n Pay bracing for more losses. Is the slump sector wide, or a uniquely Pick n Pay problem?…
Anglo American’s maple leaf temptations
Will Anglo American settle its corporate identity crisis by becoming Canadian?…
The canary in the mine: Why South Africa’s exploration plunge matters
Mining exploration spend ebbed to R781m in 2024 from over R6bn in 2006. Only big changes to a contested new mining bill will break…
Most Read
Why South Africa is so vulnerable to the Iran war
The Iranian oil shock is reversing South Africa’s modest recovery,…
Mark Mobius: The man who sold the world
With Mark Mobius’s death this week, the world has lost…
Africa has turned the screw on its gold miners. Just ask Gold Fields
Gold Fields is one of a number of mining companies…
Iran-US ceasefire in question
Tensions between the US and Iran are sharpening in the…
