Going long and short on the JSE

To spark some debate among investors, Nigel Dunn conducts an experiment with a basket of shares that has fallen precipitously and one that appears expensive ...

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Moving the needle

Some companies in the vehicle and transport sectors have been more resilient than others in the face of depressed consumer spending

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ECONOMY WATCH: All eyes on the election results

The consensus among analysts and institutions alike is that the elections on May 8 will give Ramaphosa room to make headway with structural reforms that ...

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ANTHONY CLARK: Afrimat strategy coalesces

Afrimat has survived the construction carnage thanks to its cost-conscious approach

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Metair: Clear vision and wise allocation of capital

Despite political uncertainties in SA and abroad, Metair shares offer investors value at current levels

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EDITOR’S NOTE: Perhaps it’s time to go small or go home?

A fresh perspective can often lift struggling counters from their funk, with a new lead shareholder able to be more decisive around prickly legacy issues

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Pick of the Month: Naspers

What is the rationale behind the new listing, and how will it affect current shareholders?

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Metrofile: Time to store up?

The question for investors is whether the fall in the share price provides a buying opportunity

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GPI: Value is the right word for these partners

It seems the sensible option for GPI is to find an investor with credentials as a fast-food brand operator to acquire a majority stake

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Finding direction at South32

South32 has a strong balance sheet, but some question its acquisitions and share buyback scheme, writes Lisa Steyn

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TALKING TECHNICALS: Palladium bubble bursts

As platinum rises, it seems some substitution is starting to occur

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Private equity: Many happy returns

Private equity allocations are rising, writes Pedro van Gaalen

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Domestic flexible funds: Flexibility adds value

Flexible funds give fund managers the chance to build a portfolio which truly represents their best investment view

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Private equity investors spoilt for choice

Investors in private equity can now choose from a range of industry sectors and geographies, writes Pedro van Gaalen

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Is private equity up to the challenge?

A test for private equity fund managers, writes Pedro van Gaalen

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There’s gold in cleaner emissions

Sibanye-Stillwater is expected to do well out of the world’s need for palladium in exhaust pipe catalytic converters to purify emissions from vehicles, as the ...

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Published by Tiso Blackstar and distributed with the Financial Mail on the last Thursday of every month except December and January.