African currencies: The year they didn’t fall over
African currencies are notoriously ‘volatile’. But in an unusual turn of events, all are up against the dollar in the year to date…
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S&P flags risks, but Africa remains resilient
Africa faces debt pressure and trade risks, but growth and stable ratings show resilience. S&P Global sees downside risks as financial conditions tighten…
Will Trump end the dollar bull run?
The mighty US dollar could finally be due a bear market after 14 years of dominance. But does it even matter for the average…
Why South African investors are shrugging off Trump’s tariffs
Trump’s new 30% tariff threat has elicited very little market response. Is it because he has a reputation for chickening out?…
‘It’s bumpy’: Why markets keep surprising us
Markets are moving rapidly, driven by major macroeconomic shifts, a weak dollar and AI. Strategy demands nuance, patience and skill…
What 25 years of value investing has taught me
Ninety One’s John Biccard has beaten the market for 25 years by sticking to value investing. His secret? Discipline, patience and buying what others…
How I learned to stop worrying and love not owning Tesla
With no fundamentals to support its volatile price moves, Tesla has moved from magnificent to solid meme-stock status…
How market dislocation benefits active investors
This has been the year of a great market shift – and it’s likely not done yet.…
Kganyago ‘locks in’ on 3% inflation target
The SARB has cut rates and signalled a 3% inflation target – its biggest policy change in decades. Markets are already buying in…
Why Kganyago can – and must – cut rates
Lesetja Kganyago has been slow to cut interest rates. But with growth weak and South Africans battling, now is the time to be brave…
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‘We are not going to be used as pawns’ – Business for South Africa
Is the organisation being drafted in to help fix the…
The BEE tithe: Paying your way to compliance heaven
A revenue tax to become BEE compliant and score tenders…
Tax first, investments after
Be smarter about your tax affairs before you invest and…
The Art of Spending Money: Morgan Housel
A lot of spending makes no sense until you peel back…
