Guptas/Watsons pale next to PIC shenanigans – review
A reading of the numbers in this sturdy review of the State of the PIC (and thus the nation), requires smelling salts close to hand.
Asset Management
Wake up call for PIC to depoliticise or risk its investments
The Public Investment Corporation’s deals in recent years are firmly under the spotlight as a crisis unravels at the money manager.
Ted Black on BCG value report, why Naspers is Tencent’s Oxpecker
In this article, Ted Black looks at how ROAMÂ interplays with the concept of Total Shareholder Return in light of the latest large-cap value, Naspers.
2018 was the worst year in a decade for SA stocks
The JSE All Share Index (Alsi) was down 11% in rand terms last year. In dollar terms, it was down 24%.
PIC muscles-up in lucrative no-bull-dust deal
The world’s largest cattle feedlot is expanding South African beef exports beyond the Middle East to take advantage of surging demand in China and other Asian markets.
PIC CEO Dan Matjila pens an open letter to South Africa
Public Investment Corporation CEOÂ Dan Matjila has penned an open letter in which he addresses several serious allegations against him.
Steinhoff’s mounting lawsuits: SA Inc joins Dutch class action
Steinhoff is already facing a very long list of legal challenges in South Africa and other parts of the world.
Steven Nathan of 10X: Disrupting SA’s “fee clustering” asset managers
Ten years after the JSE’s top rated investment analyst swapped number crunching for a disruptive dream, his 10X is managing retirement funds worth R8bn.
Directors personal liability: Nail Eskom and watch other SOE cookies crumble – Greenblo
The 2008 Companies Act is a fine piece of legislation. Importantly amongst its numerous objectives, it seeks to protect shareholders and creditors from abuse by directors.
Joining the Zuma dots: Firing Pravin set to deny jobs for 500 000 – a year.
Azar Jammine is the second economist to drop his GDP forecast as a direct result of the impact from SA president Jacob Zuma’s firing of his finance minister Pravin Gordhan.