Global Investing

Global Investing

Global Investing

ASML: the Dutch monopoly behind every AI chip, and why our Ricardo owns it

The Financial Times

6 hours ago

7 min read

Christophe Fouquet has built Europe’s biggest business through a total monopoly over the most advanced chipmaking equipment

The $200,000 nanny: a jackpot for South Africa's carers abroad?

Global Investing

The $200,000 nanny: a jackpot for South Africa's carers abroad?

23 Sept 2026

4 min read

Inside the high-paying, high-pressure world of elite nannies serving the super-rich.

FILE PHOTO: U.S. President Donald Trump and Chinese President Xi Jinping walk together as they tour the Temple of Heaven in Beijing, China, May 14, 2026. REUTERS/Evan Vucci/File Photo

Global Investing

Beijing's rare earth leverage forces Trump into softer stance ahead of Xi summit

22 Sept 2026

4 min read

A softer US stance reflects China’s dominance of rare-earth supplies.

BEIJING, CHINA - MARCH 11: Chinese President Xi Jinping looks at his papers at the closing session of the Chinese People's Political Consultative Conference (CPPCC) at the Great Hall of the People on March 11, 2026 in Beijing, China. The fourth session of the 14th National Committee of the Chinese People's Political Consultative Conference (CPPCC), often referred to in its acronym form as CPCC meetings, begins on Wednesday in Beijing. (Photo by Kevin Frayer/Getty Images)

Global Investing

Jim O’Neill on BizNews: China’s $1.2trn problem may spark a new “Plaza Accord”

14 Sept 2026

4 min read

China’s export surge deepens global trade imbalances.

Vy Capital - the four-man band backing Musk to a $10 trillion payday

Global Investing

Vy Capital - the four-man band backing Musk to a $10 trillion payday

The Financial Times

13 Sept 2026

5 min read

Low-profile venture capital firm Vy Capital has emerged as one of the rocket maker’s largest shareholders

A rebel group just grabbed a global chokepoint — your diesel bill should worry

Rational Perspective

A rebel group just grabbed a global chokepoint — your diesel bill should worry

13 Sept 2026

6 min read

Houthi gains threaten global shipping and fuel prices, exposing South Africa to higher costs.

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Global Investing

Aliko Dangote, president and chief executive officer of Dangote Group, at the Semafor World Economy Summit during the International Monetary Fund (IMF) and World Bank Spring meetings in Washington, DC, US, on Thursday, April 16, 2026. The International Monetary Fund downgraded its growth projection for the year after the war in the Middle East triggered a major oil shock and included the possibility of a downturn if the conflict drags on and energy infrastructure is severally damaged. Photographer: Aaron Schwartz/Bloomberg via Getty Images

Global Investing

Aliko Dangote seeks to raise $1.6bn from 10m retail investors in Africa's biggest IPO

The Financial Times

08 Sept 2026

3 min read

Stephen Roach on BizNews: Don’t mess with markets

Thought Leaders

Stephen Roach on BizNews: Don’t mess with markets

30 Aug 2026

5 min read

Protestors at the Waterfront waiting the arrival of the Amazon Warrior . They are against the planned Shell seismic survey for oil and gas in the ocean on November 21, 2021 in Cape Town, South Africa. It is reported that Shell has announced that it will carry out a three-dimensional seismic survey in search of oil and gas deposits from Morgan Bay to Port St Johns off the Wild Coast.

Global Investing

Norway doubles down on oil, says "Drill, Baby, Drill" as SA Concourt sterilises Wild Coast bounty

The Financial Times

27 Aug 2026

4 min read

The Economist: What makes a great investor

Global Investing

The Economist: What makes a great investor

27 Aug 2026

4 min read

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BizNews

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