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WebDuarte da Silva on ewnvironmental arbitrage: The asset in the flood
5+ hour, 32+ 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
4+ day, 19+ 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?
1+ week, 6+ day ago (494+ words) ...
State-proofing SA; Covid’s market scars; Investment complexity
2+ week, 4+ day ago (80+ words) Listen here In today’s episode, Piet le Roux discusses "state-proofing" South Africa and urges a shift in United States foreign policy. David Shapiro unpacks Co Listen hereIn todayâs episode, Piet le Roux discusses "state-proofing" South Africa and urges a…...
BNC#9 | The case for gold: Meryl Pick
2+ week, 5+ day ago (32+ words) Old Mutual's Meryl Pick on why central banks are quietly rewriting gold's role in the world's money system, and what it means for South African investors....
Same plan, worse numbers: Govt/Big Business 2030 new growth pledge is DOA
2+ week, 5+ day ago (400+ words) ANC and business leaders’ 2030 economic promises ignore policies driving South Africa’s stagnation, unemployment, declining investment, and failing state....
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...