The fake tariff rally: A parable of post-truth capitalism
Fake news is more powerful than ever. It’s amplified because technology presents you with the opinions you think you should have…
Suggestions
Trade your view: Is that too much US in your ETF?
With US equities dominating global benchmarks and volatility at a high, you may want to rethink your ETF portfolio…
Barloworld and MultiChoice: Cash havens or bear traps?
Why Barloworld, MultiChoice and Bell haven’t provided the investor cover you might expect in a wholesale market sell-off…
Private equity’s ascension need not hurt public markets
Private equity is rising fast – but public markets still matter. A strong economy needs both…
Purple group: Where’s the market love?
A series of record-beating customer deposits has helped Purple Group post a threefold surge in half-year profit. Yet the stock remains in the doldrums…
Trading through a tornado
We asked our friends at EasyEquities what tips they employ when the markets are having a meltdown…
Top 40 under pressure
A savage retreat, followed by a recovery, puts the JSE’s top 40 index at an inflection point, reckons technical analyst Frans de Klerk…
‘Markets could fall further’, says Platinum Portfolios
US tariffs have thrown the world into turmoil. But just keep calm – and look for great companies now on sale, says the private…
Stocks to weather the tariff crash
Not panicking seems the best way to survive market crashes. But here are a few market ideas to weather the Trumpian tariff fallout…
Buy the global locals – Old Mutual
Old Mutual Investment Group is banking on an underwhelming performance by US stocks, and a strong showing by some JSE majors…
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Gold or bitcoin? The battle for money’s future
It’s hard to say who won the gold-bitcoin standoff between…
Are today’s ‘safest’ equity bets tomorrow’s risks?
Markets are treating AI-driven cyclicals as defensive while ignoring genuinely…
Road meets rail: Transport hubs could save South Africa billions
EIT Group’s Estcourt Intermodal Freight Village is redesigning the country’s…
How Bain & Co was run out of town
In a victory for corporate accountability, the international consultancy at…
