Show ponies, thoroughbreds and bucking broncos: Our 2026 stock picks
This is the Year of the Horse. Team Currency has brushed down the stable door and picked what we hope will be a portfolio…
Suggestions
Wild cards for your wallet: Buyer beware!
Lithium, uranium, rare earths, fast cars and magazines: these companies could either dazzle in 2026, or dismay…
Crocodiles to CrowdStrike: how Currency’s 2025 picks played out
Currency’s staff equity stock-picks returned a thumping 37% this year, with some spectacular hits, and quite a few misses…
The K-shaped economy: A stock picker’s roadmap for 2026
A K-shaped economy is widening the gap between high- and middle-income consumers, and creating clear winners and losers across sectors…
Confessions of an election oracle
The 2024 US election proved prediction markets can outperform polls. As crypto-based platforms expand, event-driven finance is on the rise…
Investment outlook 2026: Your risks and opportunities
Currency sifted through commentary from top fund managers and analysts to identify key investment trends for 2026 – views investors can use…
Are today’s ‘safest’ equity bets tomorrow’s risks?
Markets are treating AI-driven cyclicals as defensive while ignoring genuinely stable businesses. When capex slows, those assumptions may not hold…
Has the economy finally turned? It feels like it
Four consecutive GDP gains signal a tentative recovery as infrastructure improvements take hold – but without private investment, momentum may fade…
Keeping his shorts: Hedge fund OG Jean Pierre Verster
The founder of Protea Capital Management made his name shorting African Bank and Steinhoff. Now he’s betting against a raging gold price…
Me and Warren B
Warren Buffett gave us something money can’t buy: a way to laugh at the market’s absurdities while still believing in its promises…
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PODCAST: Trump’s Venezuela gamble
Robyn Curnow looks at the big picture behind Trump’s Venezuela…
R1,000 for every South African baby? Sarupen thinks it could work
Purple CEO Charles Savage says South Africa could launch its…
The economic fix: Sarupen’s roadmap to faster growth
Fix the plumbing, slash the red tape and confront our…
Koos Bekker’s share sale puzzle
The Naspers chair has offloaded R2.5bn of Prosus and Naspers…
