Being fired, bagging Metrofile and missing Capitec: Aeon’s Asief Mohamed
The fund manager is known for speaking his mind, especially when it comes to poor ethics in listed companies. It’s a streetwise sense honed…
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Don’t let JSE nostalgia overrule your investment choices
The JSE’s dollar returns were all made in the first decade of the 2000s – and it’s unlikely that history will repeat itself…
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…
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…
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PODCAST: Iran and the strategy of denial
Robyn Curnow steps back, and explains why President Donald Trump’s…
The smell of napalm in the morning
Can’t you just picture Donald Trump yesterday, scowling into the…
The stunning rebound of South Africa’s PGM producers
Northam is the second PGM miner to post a colossal…
South African foreign policy: Vrot with contradiction
South Africa’s stance on Iran is as predictable as it…
