From gold to gas: reclaiming South Africa’s resource advantage
South Africa’s reluctance to embrace its mining sector as an engine for growth is both absurd and financially self-destructive…
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Dizzying reversal in oil prices has rates in and out of play
Lower oil prices have eased inflation risks and boosted bonds, but uncertainty over expectations and US rates keeps a July hike in play…
Why the SARB should hike rates on Thursday
Higher oil prices, rising inflation and the rand: South Africans need to brace for a 25-basis-point rate hike…
If the oil runs out …
The oil market will run out of road by early August. Which means we need a diplomatic solution to Iran – fast…
PODCAST: ‘Sharp Sharp’ – ruled by hitmen
Taxis, guns for hire and the Nigerian man who’s coining it as the Iran war interrupts global oil supply…
Breaking bad: why rising bond yields should scare you
Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and…
Trump calls off strike on Iran
The US president says he’s called off a strike planned for Tuesday at the request of Gulf allies, but warns the military to be…
Factory floor: the manufacturing recovery that may never be
March’s economic data provides a sense of things looking up. It belies the actual state of the manufacturing sector…
Shrewd on crude? Riding the Sasol seesaw
Sasol shares are up 50%, to R215, since the start of the war. A year ago they were trading at less than R60. What’s…
Iran fires on, seizes ships in Hormuz
Iran has fired on three ships in the Strait of Hormuz as the US maintains its blockade and diplomacy stalls…
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South Africa, we are in terminal trouble
The country is being forced to reset its ambitions at…
Hyperscalers or just hype? How to build your AI watchlist
Picking your way through a blanket ‘AI-trade’ has become that…
Mind your market multiples
SpaceX, Anthropic, OpenAI: what the IPO class of 2026 (and…
Inside EasyEquities’ $10.75m AI play
Purple’s first major offshore deal could move the owner of…
