The world is changing fast and to keep up you need local knowledge with global context.
Given the uncertain macroeconomic environment we find ourselves in, Logan decided to go with two low-risk South African businesses.
Piet Viljoen unpacks what the unemployment data means for SA-focused investments, with nearly half of the labour force without a job.
Mining guru Peter Major looks at the performance of the commodity sector during 2021, where prices seesawed over the course of the year.
David Williams spoke about the situation at PRASA and what he reckons the government should do to revive the problematic public entity.
Abax Investment’s co-founder Anthony Sedgwick sheds light on Impala Platinum’s bid to take over mid-tier miner Royal Bafokeng Platinum.
Piet Viljoen talks all local and international topical investment-related matters, giving insight into some of his most-loved investments.
Magnus Heystek pulled no punches on his return from Mauritius, where he says economic growth is booming led by a surge in infrastructure.
“By the end of the decade the South African economy might have dropped so far into a vortex of decline that we will become a lower-middle income country.”
CEO of PPC Roland van Wijnen sheds light on the cement producer’s results, following a turnaround that seems to be nearing completion.
Tiger Brands has long been referred to as a high-quality, blue-chip company that is held by a number of top local asset managers.