CATEGORIES

A platinum renaissance?

Platinum’s price has slowly been rising, with some suggesting it may start tracking that of gold more closely. Others caution that investors should maintain a measured, long-term view on platinum group metals.

Let's Talk About Bubbles

This time, however, it might be different.

Tracking A Formidable Market Operator

Bruce Ackerman has a wealth of experience in global asset management and is one of the industry’s most successful. He manages the Sasfin Global Equity Fund and sees strong economic recovery next year.

The War For Investment Talent – A Game Changer In SA

The ability to attract and retain talented investment professionals will be a real competitive advantage.

The Joys And Benefits Of Offshore Investing

The quality of management and destinations of investments remain key for fund performance.

Is This Really ‘The One?'

In a bid to free up interior and boot space, BMW makes the big shift to front-wheel-drive for its new BMW 1 Series. But can this new front-wheel-drive model pip its rear-wheel-drive predecessor?

Sin Taxes: The Devil Is In The Detail

Suggestions that higher sin taxes will create a less sinful society may be well-intentioned, but can easily lead to worse outcomes, not better.

Digging For Nuggets Of Clarity

As companies start to release their half-and full-year results, the impact of the coronavirus pandemic becomes clear. Take some time to do your homework before you buy any stocks.

Have You Looked At The Heady Hundred?

As a contrarian investor, Allan Gray’s offshore partner, Orbis, prefers to invest in businesses that are overlooked or hated, rather than in ‘exciting’ businesses whose prices are racing ahead of fundamentals. John Christy from Orbis discusses.

Be Careful What You Wish For

When it comes to managing risk, investors need to manage their expectations. Be realistic about the outcome you expect from an investment, and understand the consequences of this outcome not materialising.

A TRIPLE WHAMMY: HOW A PRE-COVID ECONOMY, PROHIBITION AND LOCKDOWN LOGISTICS HAVE SUCKED AN INDUSTRY DRY

The alcoholic beverages industry lost R25bn due to the government’s cumulative 14-week ban on alcohol sales. Thousands of businesses, suppliers and producers’ financial futures are at stake. How could the government get it so wrong?

Capitalising On E-Commerce

Industrial property is benefitting from declining in-store retailing and the huge growth in data consumption.

Computing In The Long Term

An investment in the technology giant IBM could teach investors a lesson in patience.

Millions Of Jobs To Be Gained

As the world turns to advanced technology – accelerated by the coronavirus pandemic – South Africa needs to sort out its digital policy issues or risk being left outside a new world order.

Metals For A Greener World Economy

With the worldwide shift to greener energy, David McKay analyses the impact this will have on mineral production. Which metals will be the winners and who will lose out as global economies strive to be more sustainable?

For Some, A Little Faith Goes A Long Way

Can religion make people more resilient during times of hardship? Recent research suggests so.

ETFs Steer Steady As Markets Roil

Although the economic fallout of the coronavirus pandemic hasn’t left investors in exchange-traded products or the underlying funds Unscathed, the market continues its upward trajectory

The danger of price bias

Rather than just looking at a company’s historical share price, also consider the fundamental factors that will potentially drive its future profits.

The carry trade loses its lustre

The fundamentals that supported South Africa’s benign status as a carry trade destination have weakened.

Growing SA's informal market

Zande Africa’s innovative informal market solutions bring efficiencies to spaza shops.

A shot at Las Vegas

One of the world’s largest casino operators may benefit from a post-Covid-19 boom in Asian gambling demand.

New Initiatives To Combat The Crisis

How to mobilise the long-term savings pool to help restore SA’s economic health – and achieve a positive return.

Local duo revolutionises first responder systems

What started as volunteer work has since made Rapid Deploy a leader in the emergency response systems industry

What About All The Plans?

The ANC’s half-hearted economic policies fail to make an impact.

A Dollar-Driven Rally

The price of gold continues to surge as the US prints money to stave off economic hardship. Schalk Louw explains what this means for investors – and South Africa.

A Spurt For Economic Revival

SPACs and mezzanine debt can play a pivotal role in unlocking inclusive growth.

Transformation Is A Business Imperative For Isuzu

Isuzu Motors South Africa has received an industry-leading level 1 on its B-BBEE scorecard for 2020. Newly-appointed CEO and managing director Billy Tom reflects on this and why it is important for transformation to be embraced beyond this scorecard as well.

Can Sasol Pass The Acid Test?

To understand Sasol’s recent travails, it is important to consider the company’s 70-year history. With the Industrial Behemoth’s results due in August, Jaco Visser takes a deep dive into the company from its birth as a parastatal and considers the outlook for the share as the group tries to move beyond the Lake Charles fiasco.

Impact Investing: Not A Tick-Box Exercise

The importance of investing for sustainability has been brought to the fore by the coronavirus pandemic.

‘The approach is to make hay now'

Royal Bafokeng Platinum’s chief financial officer explains that the miner’s minimum-dividend policy, among other things, aims for sustainability in an uncertain environment.