Argentina’s debt default has been making headlines all over the world, but mostly without those reporting it actually understanding the saga’s complexity. Some pundits have translated the South American country’s travails as likely to become a problem for all Emerging Markets, South Africa included. But as Futuregrowth’s Chief Investment Officer Andrew Canter explains so eloquently … Read more
Futuregrowth’s chief investment officer Andrew Canter is one of the deeper thinkers in SA’s financial sector. He needs to be. His company does a lot of big ticket lending to banks, a field where a single big mistake can wipe out years of profit. Not surprisingly, Canter has been analysing how global regulators are working … Read more
Investors in and management of South African construction companies have been waiting a few years for the Government’s promised infrastructure programme to kick into gear. A Presidential Infrastructure Co-ordination Committee was established to fast track the process, using tactics successfully employed ahead of the 2010 FIFA World Cup. Last Tuesday the process received a timely … Read more
During the tough times, things are never quite as bad as they are painted. But living in the middle of it, Â one sometimes needs a voice of reason to provide perspective. In this special podcast, Futuregrowth’s Zain Wilson plays part, offsetting the deepest concerns of pessimists without becoming a senseless Pollyanna. So, yes, we’re technically … Read more
Charlie Graham’s unpacking of the Capitec numbers set a benchmark that’s impressive even in Biznewz’s short history. His was the site’s best story in each of the past two weeks. Such was his excellent analysis and the interest in the subject. So I asked Charlie to pick up on the important news that SA’s biggest … Read more