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News
Duarte da Silva on ewnvironmental arbitrage: The asset in the flood
20+ hour, 45+ min ago (1793+ words) BizNews Environmental arbitrage, defined An arbitrage is the act of standing between two prices for the same thing and pocketing the difference The classic kind lives in markets: a share quoted cheaper in one city than another, a currency mispriced…...
Milkwood's Rhys Summerton on iOCO, pay and takeovers
5+ day, 11+ hour ago (26+ words) Milkwood Capital's Rhys Summerton on buying broken companies, executive pay abuses, King Code scepticism, and why he won't invest in AI capex....
SA should be aiming a lot higher on job creation: Geordin Hill-Lewis
1+ week, 2+ day ago (504+ words) South Africa has set a target of creating one million jobs by 2030, but Geordin Hill-Lewis argues that goal undersells what is possible. Drawing on Cape Town's South Africa has set a target of creating one million jobs by 2030, but Geordin…...
Donald MacKay: Will a child born in SA be better off in 30 years than their Argentinian twin?
2+ week, 1+ hour ago (494+ words) ...
Piet Viljoen on HCI oil setback: More on why SA can’t have nice things
3+ week, 2+ day ago (19+ words) HCI’s share buybacks, CEO succession and Transkei gas ruling highlight key opportunities and challenges for the investment holding company....
BNC#9 | John Endres: IRR polling data shows South Africans all want the same thing. Growth.
3+ week, 4+ day ago (17+ words) BizNews...
SA's growth crisis isn't an accident. It's a choice, says Kganyago
1+ mon, 1+ day ago (529+ words) South Africa’s growth crisis deepens as slow reforms, state capture and weak institutions hold back investment and living standards....
Has South Africa overlooked one of its greatest strategic assets?
1+ mon, 1+ day ago (513+ words) South Africa must leverage the Cape Sea Route as a strategic asset by investing in ports, maritime security and supporting infrastructure....
South Africa's bonds now trade like an investment-grade country
1+ mon, 6+ day ago (591+ words) BizNews South Africaâs fiscal recovery is gathering pace, but the government isnât chasing approval from credit-rating agencies Instead, Treasury officials say the real verdict comes from investors, as bond markets increasingly price the countryâs debt like investment-grade…...
SA's industrial masterplans are quietly protecting monopolies, not fixing them: Donald MacKay
1+ mon, 1+ week ago (20+ words) Donald MacKay argues that South Africa’s protection of monopolies and failing sectors is harming competition, innovation, and economic growth....