Did Neal Froneman get cold feet on Sibanye-Stillwater’s $1bn green metals acquisition? – Peter Major explainsÂ
Mining guru Peter Major looks at the controversy behind Sibanye-Stillwater’s $1bn nickel and copper mine acquisition in Brazil.
Asset Management
Flash Briefing: Shell seismic survey fears dismissed as ‘poppycock’; SIU report into PPE corruption released; Calls to end lockdown grow louder
Shell’s South African partner dismissed fears that seismic surveys for offshore oil and gas could endanger marine life, calling it “poppycock”.
The worst is yet to come – Sean Peche rings the alarm bells
Ranmore Fund Management founder and value fund manager Sean Peche gave words of warning as the market continues its volatile year.
Market Movers: Nasdaq, S&P, Dow Jones, PPC and Sasol
All of the major US indices – Dow Jones, S&P 500 and Nasdaq – slipped more than 3% before ending the trading session in the green.
Mr. Market going to throw a tantrum this holiday? Don’t worry about it – Vitaliy Katsenelson
US-based fund manager Vitaliy Katsenelson pens some of the main talking points in his latest quarterly investment letter to his clients.
What I’ve learnt in 50 years on the JSE – David Shapiro
David Shapiro shares his pearls of wisdom after nearly 50 years as a trader and investor on the Johannesburg Stock Exchange (JSE).
Steven Nathan – 2022 could provide mixed investment performanceÂ
10X Investments founder Steven Nathan shares his rational opinion on several social and investment matters in the limelight.
2021 currencies in review – TreasuryOne’s Andre Cilliers
TreasuryOne’s Currency expert Andre Cilliers looks at the rand and several other currencies’ performance relative to the US dollar in 2021.
Corion Capital’s David Bacher – How sustainable is the US bull market?
Corion Capital’s David Bacher talks all things asset class and fund performance for the month of November, where equities marched higher.
Flash Briefing: SA unemployment up AGAIN; further fuel price hikes; E-toll saga to drag on in 2022
Unemployment in SA continued to accelerate in the third quarter, reaching 34.9%, up from 34.4% in the preceding three months.