When FOMO dictates finance, the index suffers. SpaceX, and Tesla, are a cautionary tale for passive investors.
By any rational measure, ASML and TSMC’s results are outstanding. But Mr Market is not keen to play ball
Good investing means getting comfortable with uncertainty. Back your research, buy some, and let confidence grow with experience
Local analysts and fund managers share how to navigate markets after the Middle East war drove the JSE 5.5% lower
Central bank strategy and stronger corporate profits are underwriting the gold and stocks stories
When it comes to your share calls, back your convictions says FNB’s Chantal Marx. But never ignore the dissenting view
Thinking of buying to let? High taxes, tenant headaches and hidden costs could eat into your returns. Is the hassle worth it?
Markets are treating AI-driven cyclicals as defensive while ignoring genuinely stable businesses. When capex slows, those assumptions may not hold
The founder of Protea Capital Management made his name shorting African Bank and Steinhoff. Now he’s betting against a raging gold price
With the world in flux, this is the time not for passive exposure or macro bets, but for quality – for deliberate selection and high-conviction positioning. Ninety One offers…
African stock markets have shown strong returns over the past two years – in dollar terms too. What’s causing this? And is it sustainable?
Markets are moving rapidly, driven by major macroeconomic shifts, a weak dollar and AI. Strategy demands nuance, patience and skill
Ninety One’s John Biccard has beaten the market for 25 years by sticking to value investing. His secret? Discipline, patience and buying what others won’t
Tile and sanitaryware retailer and manufacturer Italtile has had a rough year so far on the JSE. Momentum, however, may be building for a change
MTN’s seen a big turnaround, with the stock up 26% so far this year. Analysts are generally supporting a ‘buy’ position on the cell operator
Legendary value investor John Biccard tells us what he’s buying, what he’s sold, and what he makes of the new world order
South African markets are on the rise. With strong earnings growth and investor optimism, could SA stocks and bonds outperform global markets?
Can it be a terrible thing to have a few crazy stocks in your portfolio? If you lose, what did you expect. But if you win, you are a genius.
Load-shedding is seemingly done, interest rates are coming down and the economy is stronger. Could this be SA’s year?
It’s a great big investment universe out there, but six international stocks shine
