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…
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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…
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…
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Strauss & Co’s Cape Town Auction Week: Standout lots catching our eye
Explore highlights from Strauss & Co’s upcoming Cape Town Auction…
The plastic straw theory of AI
Choosing between ChatGPT, Claude or Gemini is starting to feel…
The Friday song (on a Sunday): ‘Impumelelo’ by Mandisi Dyantyis
Listen to Mandisi Dyantyis’ ‘Impumelelo’, a joyful jazz-soul anthem about…
Can Postbank survive as SAPO liquidation closes in?
An inexplicable R4.2bn write-off has blown a hole in Postbank’s…
