Relativity In The Investment World

Which asset classes boast the best value relative to others?

Managing Real-World Market Fears

It can be hard to focus on your investment fundamentals when a stock or sector runs hard. This fear is manageable.

The Dynamics Driving US Inflation

US-driven global price increases may not be transitory thanks to the dynamics of oil supply.

Implats To Tap Into Battery Metals?

The platinum group miner is considering investment options to benefit from future metals.

Mini Cooper SE - More Than A Little Electric

All torque and silent action in the refreshed all-electric MINI Cooper SE.

There's (Always) Money In Food

Food prices are accelerating in South Africa and across the planet. finweek looks at SA’s listed food producer sector to gauge how they’re performing amid rising food prices.

Accepting Ferraris As Collateral

Funding entrepreneurs by taking their accumulated assets into account is challenging vested ways of financing.

When Companies Are Turned Around

What to look for when a once high-flying company is trying to sort out its affairs.

Is The US Market Close To A Crash?

Schalk Louw looks at three indicators which address the probability of a US market correction.

The Future Of Accounting: Co-Habitation With Bots

The new breed of techno-colleague is here to stay. We can avoid them at our peril, or we can form a mutually beneficial working relationship.

The winter of our discontent

What is being done to develop opportunities in townships?

THE INSIDE VIEW ON JSE OUTFLOWS

SA’s stock market has been bleeding foreign capital lately. What lies behind the outflow and what can be expected from the bourse going forward?

The future of fast food

SA’s competitive fast-food industry was mostly spared from the Covid-19 lockdowns, but times are changing and there may be more upheavals on the way.

Short-sellers are again at the short end

Short-sellers have hoped that a tighter US monetary policy would pull back equity shares, but to no avail. Why is a long view the better option for now?

Outlook on SA inflation

A look at the forces determining price increases in South Africa for the rest of the year.

Keep it simple

Choose simplicity over complexity when considering stocks.

Balance Your Lifestyle With A Retirement Portfolio

One of the biggest challenges in financial planning is to strike the right balance between your current and future needs.

How To Use Net Asset Value When Considering Stocks

A company’s NAV might be a trap. There’s more to this valuation metric.

A great story to tell

Seelan Gobalsamy, the CEO of Omnia Holdings, talks about steering a company through crises.

Value over volume?

Chris Griffith, the CEO of Gold Fields, talks about the firm’s production and future.

‘Pulling all stops' on climate change

The UN’s recent report on the impact of human beings on planetwide temperatures is a call to action for miners.

Dividends: What's Not To Love?

Owners of mining shares are enjoying super dividends. Simon Brown explains why a dividend is such an important part of investment.

SA's Trade Surpluses Hide An Inconvenient Truth

Analysing the reasons for the surplus show that the economy remains in a precarious position and is very vulnerable to the commodity cycle.

How Will SA's New Finance Minister Tackle State Spending?

The boost to tax revenue shouldn’t be seen as a permanent windfall. Structural problems to SA’s fiscus remains.

Is A Global Market Correction On The Cards?

As long as the Fed leads easy monetary policy, a muted reaction to tapering money supply may be in the offing.

Counting The Cost Of Chaos

Commercial property owners weigh up the costs of damage from the recent riots and looting.

How Stories Influence Investment Questions

When we look at trends, there are underlying narratives that keep recurring and we need to consider them.

Constellation Software Knows How To Allocate Capital

The Canadian holding company of Volaris, which made a takeover pay for SA’s Adapt IT this year, has strong financial fundamentals worth a look.

Nicolas Stecherthe Property Market: Moving With The Times

The pandemic has moved the goal posts, changing the criteria for property.

Legal provision for mandatory vaccination in the workplace

Can employers enforce mandatory jabs and what will happen to employees who refuse to be vaccinated?