Jan van Niekerk: Ellerines, PPC and RECM’s 23% stake in Cadiz

Today’s market commentator is Jan van Niekerk from RE:CM who comments on ‘real business being a messy thing’. Noteworthy to the conversation is the African Bank knock-on effect on Ellerines, the goings-on at PPC and RECM’s own portfolio exposure to Cadiz.

Modi reforms coal mining to end India’s power mess

This is an interesting “Modi’s operandi” for the troubled coal mining industry in India. India could allow commercial coal mining by foreign companies if they set up units in the country.