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José Antonio Ocampo on BizNews: The good, the bad, and the ugly in global tax negotiations
Global Investing

José Antonio Ocampo on BizNews: The good, the bad, and the ugly in global tax negotiations

By
Editor BizNews
5 min read
UN tax talks could reshape how multinationals and the ultra-rich are taxed worldwide
Tim Flack: The little gun-free lobby that couldn't
Rational Perspective

Tim Flack: The little gun-free lobby that couldn't

By
Editor BizNews
7 min read
On the strange durability of an organisation nobody appears to want
Boardroom Talk: RIP RW Johnson - leaving a huge hole in your nation's heart
Boardroom Talk

Boardroom Talk: RIP RW Johnson - leaving a huge hole in your nation's heart

By
Alec Hogg
9 min read
RIP RW Johnson: One of South Africa's sharpest, most stubborn political minds — and the columnist who never wrote to be liked.
Director's Cut - Veteran money manager James Gubb: Oracle's shock downgrade signals the first crack in the AI bubble
Members-Only

Director's Cut - Veteran money manager James Gubb: Oracle's shock downgrade signals the first crack in the AI bubble

By
Alec Hogg
16 min read
James Gubb warns AI exuberance masks weak returns, highlighting Oracle, OpenAI, energy opportunities, and risks facing hyperscale investors today.
BizNews Edge: James Gubb cuts through the AI noise — how top investors are hedging the boom
BizNews Edge

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.
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