Hard concentration: The real problem with Big Tech’s dominance
The risk isn’t that concentration exists, it’s what happens when expectations embedded in steep share prices aren’t met…
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Bitcoin is stuck in a downward pattern until it breaks higher
The cryptocurrency is trapped in a down trend. It needs to break above a key resistance level for sentiment to shift…
Why markets – not BEE – lift people from poverty
BEE aims to fix apartheid’s distortions, but regulated markets have created huge externalities. History shows free markets lift more people out of poverty…
South Africa wins a credit-rating upgrade: What comes next?
South Africa’s return to investment grade hinges on more economic reforms, less red tape, faster growth and political stability…
Purple surges, sets sights on the JSE’s top 40
Shares in South Africa’s equivalent of Robinhood have soared 109% this year. It aims to justify expectations by expanding its customer base tenfold…
Put everything on black (or AI, or gold)
Sometimes, the best stock market returns come from having the courage to concentrate – not diversify…
Is the AI frenzy today’s new dot-com moment?
Soaring valuations and investor euphoria echo the dot-com era, but stronger foundations could make today’s AI bubble far more enduring…
How to stay in control of every trade
Success in trading is not about guessing where the market will go next; it’s about planning for it. Clarity by Investec puts you in…
Gold’s FOMO moment isn’t over, yet
The metal’s two-year hot streak has resulted in record-busting demand from ETF investors and central banks…
Alternative investments: Time to look beyond the stock market?
Alternative investments are a new(ish) asset class for most South Africans – and becoming increasingly prominent in investor portfolios…
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R1,000 for every South African baby? Sarupen thinks it could work
Purple CEO Charles Savage says South Africa could launch its…
Show ponies, thoroughbreds and bucking broncos: Our 2026 stock picks
This is the Year of the Horse. Team Currency has…
When political power enters the hunting fields
A leaked recording, court orders and company records point to…
Discovery, humbled by poor crisis management, does a U-turn
Discovery’s ham-fisted efforts to recoup money paid in error to…
