Peregrine Capital on 08/11/2026

Two centuries in the baking: Inside Premier FMCG’s rebuild

Just two weeks into the CFO job, Kobus Gertenbach had to call the shareholder and tell them he could not make payroll. Today, he leads Premier Group as CEO. In the fourth episode of Peregrine Capital’s Building Conviction podcast, he recounts how a business written off by many was rebuilt.

P Peregrine Capital
John Harney, Bloomberg on 08/11/2026

US believes woman close to Nvidia CEO was a China spy, says NYT

The matter has taken on new urgency following this week’s US midterm elections, which will give Democrats control of Congress. Republicans also are scrutinising Huang’s ties to the alleged spy.

J John Harney, Bloomberg
Ernest van Biljon on 08/11/2026

Agoa exit: A setback, not a supply chain crisis

Agoa exposure is concentrated in automotive and agricultural exports, but the US remains a relatively small share of overall export volumes.

E Ernest van Biljon