MARC HASENFUSS: After the GNU declaration — dare we hope?
Within the first two days some popular shares had risen 10%-15%, but time will tell
The discomfort of value investing
What does a value investor do in a world dominated by the magnificent seven and AI?
Hospitality sector cruises back to pre-pandemic levels
The world is on the move again, and punters can’t ignore this part of the investment universe
The flexible approach to investing
When picking a fund in this category, be sure that you have the same risk appetite as the fund manager
Going loco for Grindrod
The ports and rail powerhouse has rallied nearly 300% over the past three years. Is there more to come?
Too much uncertainty to assess Famous Brands
The absence of load-shedding does not make up for other difficulties at Famous Brands
Ninety One holding its own in a tough environment
The company prides itself on its organically developed track record
Simple and steady does it for Coronation
The fund manager seems to in be the mature cash cow phase of its life cycle
Pepkor pins hopes on fintech growth
Pepkor has produced decent interim results considering the brutal retail environment, with future gains expected from its high-growth fintech division and good ...
Santova battens down the hatches with buybacks
The Covid boom is well and truly over for logistics companies
ANTHONY CLARK: Four picks to beat the political uncertainty
Afrimat, Grindrod, KAL Group and Novus Holdings offer some security and growth regardless of the next government
Pick of the Month: Afrimat has more in store
Group still offers healthy upside, despite the risks to its iron ore business
AI: fad, bad or rad
You will no longer have to be a programmer to get useful answers from a computer
The take on top technology shares
The thing is, it isn’t just possible for the Microsofts and Amazons of this world to keep growing — it’s likely that they will
MARC HASENFUSS: Investors get their ‘tencents’ worth at JSE AGM
But there are a couple of things I still think the JSE can engage more openly on
After the elections: Left, Right or North for South Africa?
A coalition government is likely, but more than a political resolution is needed to make South Africa investible
How to navigate volatility in an election supercycle
The immediate concern for asset managers is what the post-election coalition landscape will look like
Pick of the Month: Brimstone starts to look a little hotter
Pared-down approach and focus on fishing should pay off for Brimstone
Going local: South Africa-only unit trusts
How ‘pure’ are funds that focus solely on the domestic market?
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Published by Arena Holdings and distributed with the Financial Mail on the last Thursday of every month except December and January.