Hiking the narrow ridge: Eight market themes for investors
With the world in flux, this is the time not for passive exposure or macro bets, but for quality – for deliberate selection and…
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Africa’s equities: Tiny by size, towering by returns
African stock markets have shown strong returns over the past two years – in dollar terms too. What’s causing this? And is it sustainable?…
Surviving Steinhoff, and listening to the team naysayer
When it comes to your share calls, back your convictions says FNB’s Chantal Marx. But never ignore the dissenting view…
‘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…
Italtile: Is the floor in yet?
Tile and sanitaryware retailer and manufacturer Italtile has had a rough year so far on the JSE. Momentum, however, may be building for a…
Signal or noise? MTN’s share price dials up
MTN’s seen a big turnaround, with the stock up 26% so far this year. Analysts are generally supporting a ‘buy’ position on the cell…
Half the South Africa fund in four stocks? Yep, that’s John Biccard
Legendary value investor John Biccard tells us what he’s buying, what he’s sold, and what he makes of the new world order…
Buy-to-let: More schlep than profit?
Thinking of buying to let? High taxes, tenant headaches and hidden costs could eat into your returns. Is the hassle worth it?…
Why SA Inc is tipped to outshine Wall Street
South African markets are on the rise. With strong earnings growth and investor optimism, could SA stocks and bonds outperform global markets?…
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‘We are not going to be used as pawns’ – Business for South Africa
Is the organisation being drafted in to help fix the…
Tax first, investments after
Be smarter about your tax affairs before you invest and…
The BEE tithe: Paying your way to compliance heaven
A revenue tax to become BEE compliant and score tenders…
Can SuperRand hang onto its hero year?
The rand’s gains are largely a story of dollar weakness,…
