Why fixed income still shines amid Trump 2.0 and GNU
Trump 2.0. GNU jitters. Markets on edge. Bonds and cash are the grown-ups in the room, offering real returns when the world goes wobbly…
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Momentum hits its stride
Momentum has been a dark-horse market winner this past year – and first-half results out this week explain why. Currency spoke to CEO Jeanette…
A R58bn hole that only tax can fill
With a R58bn gap to fill after his VAT hike was shot down by the GNU cabinet, Godongwana faces a tough task finding the…
The rand lottery: Betting on more strength
The rand is considered the cheapest emerging-market currency by Bank of America. Could 2025 be its clawback year?…
Just legalise it!
South Africa should be at the forefront of the global cannabis trade. But too many restrictions are hobbling local farmers…
The exchange … with Purple Group’s Charles Savage
A massive swing back to profit for Purple Group raises the question: when will its share price follow suit?…
Inside the tie-up of South Africa’s biggest asset managers
Ninety One and Sanlam are teaming up in a move that will effectively end any rivalry the two firms have enjoyed over the past…
Smoke and mirrors on the JSE
In the space of less than a week there has been a flurry of remarkably upbeat-looking trading statements from the listed corporate community. All,…
Zama zamas’ new target: South Africa’s farms?
Two weeks ago, Ali van Wyk wrote a piece for Vrye Weekblad: “Let’s Go for a Ride: South Africa’s Growing Kidnapping Plague”. His account…
The exchange … with Pick n Pay CEO Sean Summers
The market couldn’t muster up much enthusiasm for Pick n Pay’s first-half results yesterday, with the shares opening 2.5% higher only to close flat.…
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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…
