The risks markets are ignoring
Investors are often taught to focus on economics. But politics usually has the louder voice – and debt and credit risk are likely to…
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Why going against market wisdom is worth it
Catch phrases may reflect prevailing market sentiment. But danger lies in accepting them uncritically.…
Did the AI bubble pop – and we just didn’t notice?
Big Tech has been unwinding. Not with a crash. Not with a panic. But with a slow, almost imperceptible reset…
What you need to know about bonds, now
Markets are bouncing back from the brink thanks to a two-week ceasefire in the Gulf, and this may be an ideal time to buy…
In defence of doing nothing: the case for cash
Cash can feel useless in bull markets, but in downturns it preserves capital, provides liquidity and gives investors the freedom to act rather than…
What history says about investing during the Iran war
The Iran conflict has rippled through commodity, currency and equity markets. But the biggest risk for investors is not war, but how they respond…
South Africans rue gold’s plunge — and it could get a heap worse
Global markets – aside from gold and PGMs – have been hardly rattled by the Gulf conflict. Should peace not break out, that could…
Oil is surging. Why Sasol and Thungela are up and the JSE is down
Oil prices have rocketed. Who are the winners and losers? And what’s the projection?…
What Iran’s war means for African economies
Surging oil prices triggered by the war in Iran are rippling through African economies, threatening higher fuel costs, rising inflation and renewed pressure on…
Smart trade for the Gulf meltdown: don’t look
Local analysts and fund managers share how to navigate markets after the Middle East war drove the JSE 5.5% lower…
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The Friday song (on a Sunday): ‘Paul’s Pal’ by Sonny Rollins
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‘Don’t trap our money’, say South Africa’s money managers
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Kganyago hikes rates — but bets are off from here
The SARB hiked 25bps to 7% but debated 50 –…
