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Panic in tech stocks, but is a broad bear market under way?
The jury is still out on a share recovery from multiyear lows
Sci-fi? No, it's Meta's new smart sunglasses
Bytes asks investors to remain patient
CEO Fabricio Bloisi faces a stern test
The company has lost half its value since 2005
Investors question whether McDonald's can maintain its edge
South African consumer and retail stocks are sapping investor confidence
The secret of Outsurance’s success? Build it
As VW prepares for drastic job cuts, BYD tackles stiff domestic competition in China
But not all the SaaS names are suddenly safe
Is the optimistic guidance justified?
AI disruption means tech valuations are a crapshoot.
It is clear that the market has no grasp of how to handle the AI risk/reward trade-offs, so betting on the tech giants is like being in a casino.
The market has been placing a negative value on the ex-Tencent portion of the group for longer than anyone can remember. Prosus management would like to change that. But is any…
Chinese carmakers are disrupting the car industry in South Africa and Europe, big-time. But GM and Ford are still firmly in command in the US, where Haval and Chery and BYD are…
To live through a hype cycle in the markets is a privilege. It may not feel like one at the time, but the learning opportunity is immense. Both the stocks that go parabolic and…
Two members of the FAANG gang, Adobe and Netflix, have seen their share prices drop significantly year to date. For Adobe, the market pessimism is spurred by the way AI is…
The spectrum of investment opportunities on the JSE ranges from steady performers to speculative wild-child stocks that bounce around like a Jack Russell on heat. Many investors…
South Africa is not a kind place for industrial groups, with deindustrialisation well entrenched. But Hudaco, Invicta and Argent are more than keeping their heads above water,…
