Inside Cyril’s gift box for Donald
Cars, gas, rare earths – and a nod to equity equivalence. South Africa’s gift box to Trump may not dazzle, but it’s a transactional…
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Cupcake survives ambush in Trump’s bunker
Against expectations of an ‘unmitigated disaster’, Ramaphosa achieved a rare success in the Oval Office. It helped that he had champion golfers in his…
How South Africa’s funds fared in tariff-tossed April
April was a wild month for investors. So how did South Africa’s hedge funds perform? Not as well as you might think…
Behind Trump’s calculation on China
Trump’s tariff war and foreign policy agenda are being driven by a need to combat the fiscal crisis and the US’s hollowed-out manufacturing base…
What Trump’s trade rivals might use as payback
As Trump focuses his attention on slapping tariffs on imported goods, rivals eye the US’s powerful services sector for retaliation…
The fake tariff rally: A parable of post-truth capitalism
Fake news is more powerful than ever. It’s amplified because technology presents you with the opinions you think you should have…
Why ‘America First’ economics won’t fly
Despite last week’s pause, White House advisers are apparently still full steam ahead on Trump’s tariff plan. Sanity, it seems, will not prevail…
Starlink and deportees: Lesotho’s offer to placate Trump
Faced with 50% tariffs on exports to the US, Lesotho is making a dangerously large number of concessions to the White House…
Top 40 under pressure
A savage retreat, followed by a recovery, puts the JSE’s top 40 index at an inflection point, reckons technical analyst Frans de Klerk…
Torching the dollar: The thinking behind Trump’s massive tariff gamble
The US’s desire to drive down the value of the mighty dollar is regarded as central to the unpredictable and hugely volatile tariff war…
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When disaster strikes: FirstRand’s pay dilemma
The FCA’s MotoNovo redress scheme has cost FirstRand R11.9bn more…
South Africa’s big crackdown on greenwashing
The financial sector regulator plans to close the loopholes on…
Eskom’s tightrope: Jobs vs chrome revenue
Unless South Africa’s ferrochrome producers get price relief from Eskom,…
Tit-for-tat over Hormuz
Trump says the US military has blockaded Iranian ports to…
