Magic Markets Ep34: Riots and Rands
Our home country is burning. South Africa is in economic turmoil and lives are being lost in riots and looting. This isn’t sensationalist. This is what is happening on the ground, right now. In an incredibly sad week for our beautiful country, we have a heartfelt conversation about the situation and what it means for investors. It’s an unpleasant reminder …
View Post
Magic Markets Ep29: Investing in Agri
We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, …
View Post
Magic Markets Ep29: Investing in Agri
We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, …
View Post
Magic Markets Ep29: Investing in Agri
We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, …
View Post
Magic Markets Ep29: Investing in Agri
We love bringing experts onto Magic Markets to explain topics properly and (dare I say it) scratch beneath the surface! Wandile Sihlobo is an expert on the agriculture sector in South Africa. He is the Chief Economist of the Agricultural Business Chamber of South Africa (Agbiz) and has written numerous columns and blog posts in addition to his published book, …
View Post
Magic Markets Ep14: SA the Fiscal Cockroach
The Finance Ghost and Mohammed Nalla take their signature unconventional approach to Budget Speech 2021. Despite all the challenges, South Africa somehow manages to find a way to get through. Dubbing South Africa the “Fiscal Cockroach” – a term of endearment in case you aren’t sure – the hosts take a balanced approach to the opportunities and risks facing the …
View Post
Can Mboweni save South Africa?
Literally minutes after I first posted this article, the headline broke that Finance Minister Tito Mboweni has asked for a postponement of the medium-term budget speech. He’s asked for a week’s delay but it’s still a really bad sign. We now wait and see whether the speech will be on October 21st as originally planned, or kicked out to October …
View Post
Can Mboweni save South Africa?
Literally minutes after I first posted this article, the headline broke that Finance Minister Tito Mboweni has asked for a postponement of the medium-term budget speech. He’s asked for a week’s delay but it’s still a really bad sign. We now wait and see whether the speech will be on October 21st as originally planned, or kicked out to October …
View Post
A game of billions
In the world of corporate and public finances, numbers can quickly lose meaning. You probably think carefully about spending R500, but I’ll bet you often read about a number like R5bn without a moment’s thought given to the size of this number. Let’s take a moment to explain how enormous this number actually is. the_ad id=”3223″ Written out in full, …
View Post
Kumba, Kumba, stand…by me
If you are too young to figure out the Disney reference here, you need to do some Googling. “The Lion King” was around long before people paid ridiculous prices for shares in electric car manufacturers that are barely profitable. Dinosaur industry Unlike Tesla and other new-age companies, Kumba Iron Ore is an absolute dinosaur of a company. When Pumba was …
View Post