‘Don’t fret about a gold and stocks bubble yet’
Central bank strategy and stronger corporate profits are underwriting the gold and stocks stories…
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BEST OF 2025: 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…
BEST OF 2025: 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?…
Are today’s ‘safest’ equity bets tomorrow’s risks?
Markets are treating AI-driven cyclicals as defensive while ignoring genuinely stable businesses. When capex slows, those assumptions may not hold…
Keeping his shorts: Hedge fund OG Jean Pierre Verster
The founder of Protea Capital Management made his name shorting African Bank and Steinhoff. Now he’s betting against a raging gold price…
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…
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?…
‘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…
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PODCAST: Iran and the strategy of denial
Robyn Curnow steps back, and explains why President Donald Trump’s…
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…
Hill-Lewis might just be the reset the DA needs
The Cape Town mayor is the frontrunner to lead the…
