click to dowload our latest edition
CLICK HERE TO SUBSCRIBE TO OUR NEWSLETTER
Five years ago, South Africa’s fiscal outlook was bleak. Warning lights were flashing red: widening deficits, rising debt, and eroding confidence. In this year’s Budget, the...
Johannesburg in December is blissful. Gardens teem with colour, school concerts are done, factory gates chained, and Ford Rangers – laden with us “Vaalies” – head for the coast. For...
I’ve dined out countless times on my story of attending an investment conference in California nearly 13 years ago and meeting Colombia’s former president, Alvaro Uribe...
Last Monday, our firm, like so many other businesses in South Africa, celebrated Mandela Day, a tribute to the country’s revered former leader and distinguished international...
The legendary New York Yankees’ catcher, Yogi Berra, renowned for his paradoxical axioms, was attributed as saying, “It’s like déjà vu all over again.” Just as...
Last Tuesday, I took a call from my good friend, Ronnie, whose equity portfolio I manage. It was the first day of December, and the media...
