‘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…
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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…
How Africa can rethink foreign aid
Africa’s great foreign aid rethink is here, and it’s well past time to design outside help that truly works…
Bourse blues: Can a new plan reverse the JSE’s vanishing act?
With only three companies set to list this year, the JSE’s future is an existential issue for local savers…
Global markets: Disruption and divergence in 2025
From Donald Trump to GNU ructions, market uncertainty has been the name of the game in 2025. What should investors be doing in a…
Why Anchor is buying South African bonds
Anchor Capital sees value in short-term bonds as inflation eases. But it’s less gung-ho on South African equities…
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Purple surges, sets sights on the JSE’s top 40
Shares in South Africa’s equivalent of Robinhood have soared 109%…
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South Africa’s fibre future unlocked
Standard Bank acts as adviser and facilitates funding for R11.5bn…
