Returns, and redemption, for the GEPF
The GEPF says it’s cleaned house and tightened control over the PIC. But scandals like Daybreak and Ayo still linger…
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The JSE bashes through 100,000. Now what?
A milestone close for the JSE all share index is almost entirely thanks to gold, platinum and Naspers shares this year. And the party…
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…
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.…
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The week ahead: Life beyond the G20
Mark your calendar – here’s the political and economic news…
What the chef ordered: Phil Carmichael from Mill St Bistro
His career has spanned training under French culinary giant Michel…
Farmers ‘maak ’n plan’ as they adapt to Trump’s turmoil
Donald Trump has upended global trade. But while the US…
Thomas Massie on the SA-US freeze, Trump, and the Epstein files
The US Republican and libertarian on why South Africa needs…
