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BROKERS’ NOTES: Buy SpaceX, sell Boeing

David Shapiro, Otto1890 chief global equity strategist

ROB ROSE: Industry isn’t in the twilight because of magic, Mr President 

President Cyril Ramaphosa laments South Africa's industrial decline, yet his government's policies are causing it.

Cape Town’s rent shock — and Joburg’s comeback

Cape Town's property boom has sent rents soaring. However, new data reveals Joburg is increasingly offering better income returns and higher rental yields for buy-to-let…

JAMIE CARR: Donald Quixote tilts at windmills, unsuccessfully

Europe’s largest wind turbine manufacturer, Vestas Wind Systems, has seen its share price rebound.

THE FINANCE GHOST: The Wild West of tech valuations

AI disruption means tech valuations are a crapshoot.

Standard Bank’s just getting started in Africa, says Tshabalala

Standard Bank and Nedbank’s latest interim results reveal strategic shifts and resilience amid domestic economic pressures.

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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.

Inside the creation of Pepkor’s new fintech heavyweight 

Shop2Shop and Flash are worth almost double listed fintechs like Lesaka and Weaver. Is Pepkor’s new FintechCo creation really worth it?

Why rare, antique and coloured diamonds are the new luxury

The diamond industry is shifting its focus from size and sparkle to rarity and provenance, as discerning buyers seek out antique, colourful and scarce natural diamonds.

Can Neal Froneman rescue Copper 360?

Mining veteran Neal Froneman, founder of Sibanye, steps in as the new chair of Copper 360, aiming to rescue the struggling company. He discusses past governance issues, future…

Cooking on gas … or is it just more hot air?

ASP Isotopes plans to spin out its Renergen subsidiary, aiming for a Nasdaq listing via a reverse merger with ENDRA Life Sciences.

MICHAEL AVERY: South Africa is still unserious about economic growth

South Africa's focus on redistributing wealth often overshadows the critical need for economic growth. The Public Procurement Act should r focus on fostering a productive economy.

AngloGold‘s silver linings: The Cinderella companies that shine

AngloGold Ashanti's previously undervalued smaller assets have become highly valuable due to the significant increase in gold and silver prices.

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STUART THEOBALD: The persuasive case for local stocks

Despite global market hype around AI, emerging markets, including South Africa, have quietly outperformed.

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MARC HASENFUSS: From dire strait to home straight

Mobility specialist Super Group has made a remarkable recovery. In contrast, Wesizwe Platinum faces renewed operational challenges.

No, capitalism is not broken

Despite predictions of shrinking profit margins in US-listed stocks, they’ve expanded to record levels. Here’s why.

Namibia: Still waiting for the investment code

Policy uncertainty continues, despite various attempts to formulate or pass laws, yet sceptics point out that foreign direct investment continues

Gender equality isn’t a diversity target; it’s a mispriced return opportunity

This Women's Month, delve into why closing the gender gap in asset management isn't just a moral imperative, but a powerful driver of financial returns.

Piggy banks. Rawpixel/Currency

Retirement is hard enough without a maze of fees

Why the gap between a 0.6% and a 3.5% fee could be worth millions by retirement – and how to tell the two apart

Father son. Rawpixel; Adobe Firefly; Currency

An insider’s guide to the business of building wealth

Retired Sanlam actuary Hendrik Bester’s ‘Chat with Dad’ is a blueprint for budgeting, investing and retirement for ordinary South Africans