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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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…
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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
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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?
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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…
Barloworld buyout a step closer as PIC caves
The PIC's thrown its weight behind a Barloworld buyout thanks to a new BEE sweetener…
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