ailatest news & developments

THE FINANCE GHOST: The Wild West of tech valuations

AI disruption means tech valuations are a crapshoot.

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PODCAST: AI, equities and the Q3 investment outlook

To understand the investment opportunities shaping the third quarter, Michael Avery spoke to Anchor Capital chief investment officers Peter Armitage and Nolan Wapenaar.

THE FINANCE GHOST: Uber drives hard towards more global growth

Uber's Q2 2026 results reveal impressive growth, fuelled by AI advancements and strategic moves like the Delivery Hero acquisition.

Overlanding through the boardroom. Rawpixel/Currency collages

‘Overlanding Through the Boardroom’: why the cheap answer keeps winning

What a toothbrush and gearbox oil can teach about AI, lifelong learning and surviving the future of professional work

bitcoin electricity. Rawpixel/Currency

Whatever happened to the bitcoin miners? 

The industry will soon earn less than a third of its living from bitcoin. Which is great for the miners; less so for the original cryptocurrency

AI financial advice. Rawpixel; Currency

When AI gets your money wrong

When managing your money, you’d do well to take a chatbot’s ‘confidence’ with a grain of salt

Stock cloud. substackcdn.com; Rawpixel; Currency

Hyperscalers or just hype? How to build your AI watchlist

Picking your way through a blanket ‘AI-trade’ has become that much trickier; two top fund managers share their views

Purple Group CEO Charles Savage. Supplied

Inside EasyEquities’ $10.75m AI play 

Purple’s first major offshore deal could move the owner of South Africa’s largest retail trading platform from the AI C-league to the A-league

Sunny oil rig. Rawpixel/Currency

From gold to gas: reclaiming South Africa’s resource advantage 

South Africa’s reluctance to embrace its mining sector as an engine for growth is both absurd and financially self-destructive

AI vs crypto bitcoin. Rawpixel; Currency

How AI is impacting crypto

As demand for everything AI-related increases, crypto markets are once again the canary in the coal mine

Africa data centres coining it. Pexels/Cookiecutter; Rawpixel; Currency

Why South Africa is tipped for a data centre surge

Data centres could be Africa’s next big investment story – if governments can get electricity and regulation right

Prosus Naspers results release. Supplied

Prosus: not just Tencent in a trench coat 

Shares in Prosus and Naspers bounced 5% on Monday, thanks to rising profits in its non-Tencent businesses

Prosus posts standout FY26 as strategy delivers at scale

Prosus’s AI-powered ecosystem is moving from ambition to reality, delivering stronger financial performance across its global businesses.

A report by Boston Consulting Group has found that Africa is falling behind on AI

The music is still playing. But for how long?

As investors crowd into a handful of AI winners, opportunities may be emerging in overlooked quality companies.

Monocle Banking podcast.
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PODCAST: The AI question: governance, trust and societal impact

AI is influencing investment strategies, transforming the future of work and reshaping traditional approaches to career development

Alpine Macro’s Chen Zhao. Picture: StephenC Photography/RMB

The AI bubble that isn’t quite a bubble yet

The argument in favour of markets being in an AI bubble is statistically pretty strong. But there’s a counterargument too

Monocle Banking podcast.
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PODCAST: Regulating the rise of AI in financial services

The question isn’t whether regulators should respond to AI, but how they keep pace with rapidly moving technology

Bond yields horror. Rawpixel; Factset, The New York Times; Currency

Breaking bad: why rising bond yields should scare you

Bond yields are at levels last seen in the 2007 crisis. Equities are at record highs. One of these markets is wrong – and it’s probably not bonds

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PODCAST: On foreign affairs and the longevity of Larry the Cat

Mark Barnes and Tim Cohen on foreign affairs, Donald Trump and Xi Jinping, and the denizens of 10 Downing Street. And AI

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Optasia: more than meets the AI?

Optasia’s AI-fintech pitch promises market disruption, but questions linger about sustainability, regulation, and its real competitive edge.