Economists see three more SA rate cuts
Although they are split on when.
Simon’s weekly wrap: AI models, massive capex and the M&A lifeline
This week we explored the analytical power of Anthropic’s latest LLM with Keith McLachlan of Element Investment Managers, the impact of $600bn in tech hyperscaler spending on US GDP and more.
Love in the age of AI: Dating scams get smarter
The risk of inertia and slow implementation post Sona. And love and loans collide this Valentine’s Day.
Jeremy’s weekly wrap: Mining hurdles and the infrastructure cliff
This week we explored the structural shift in rail and port access with Transnet CEO Michelle Phillips, the decline of SA’s global mining exploration share with Bongani Motsa, the 'Day Zero' reality of Johannesburg’s water crisis with Dr Ferrial Adam, and more.
Gold rebounds after sharp drop
Sparked by wider market jitters.
Tencent’s AI lag fuels $173bn stock rout
As rivals thrive.
Coinbase posts $667m net loss
Revenue declines 20%.
Real estate stocks sink as worries about AI risks spread
Two-day rout hits CBRE, JLL and office landlords amid concerns over shrinking workspace demand.
The JSE’s shining investment gems
A look at AB InBev’s results and whether consumers are drinking less or paying more, plus how AI is reshaping DCF valuations.
SA hotel industry struggling despite apparent ‘recovery’
A closer look reveals that the sector remains under considerable strain.