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BizNews Edge: James Gubb cuts through the AI noise — how top investors are hedging the boom
By
Alec Hogg
9 min read
Veteran fund manager James Gubb compares the AI capex boom to the pyramids and the dot-com bust, and reveals where he's putting his own money.
CR Impeachment would cause big fractures in the GNU: Richard Chelin
By
Chris Steyn
12 min read
Governance expert Richard Chelin assesses Ramaphosa's crises, impeachment risks, corruption accountability, parliamentary oversight, and South Africa's governance outlook.
Priced for perfection: A retired fund manager's warning on the AI boom
By
Editor BizNews
35 min read
AI’s trillion-dollar boom faces a reality check as one analyst questions valuations, spending and the risks hidden beneath the hype.
A 10-ounce gold bar is displayed at an ABC Bullion store in Sydney, Australia, on Friday, Jan. 23, 2026. Gold closed in on $5,000 an ounce, with geopolitical risks and renewed threats to the Federal Reserve’s independence supporting a record-breaking rally. Photographer: Brendon Thorne/Bloomberg
By
Editor BizNews
11 min read
Record gold prices have delivered massive profits, but South Africa’s mining giants are sending the windfall overseas instead of reviving the Witwatersrand.
The bill may be coming due.
By
Bloomberg
6 min read
New Epstein file disclosures intensify scrutiny over Andrew’s alleged misuse of royal influence, trade access and powerful connections.
Andy Burnham
By
The Economist
5 min read
Andy Burnham hits the ground strolling. Britain’s new prime minister promises a lot but reveals little
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