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Is the cup half full crowd too bullish on South Africa Inc?

15 August 2025

A couple of days back, I attended a fund presentation by one of South Africa’s leading diversified financial services providers to a group of independent financial advisers (IFAs) and tied agents. The presenters shared the usual macroeconomic world views and fund return statistics before diving into the asset allocation strategies that they hoped would place their funds ahead of both fund benchmarks and peers over the coming 12-months.

Nellie the elephant packed her trunk and left for Washington’s trade fair

01 August 2025

The proof, as they say, is in the eating. As South Africa braces for a 30% tariff on exports to the United States (US), Jane and Joe Average are finally waking up to the fact that government’s months-long claim that ‘everything is under control’ was a blatant lie.

Don’t die in an awkward position

24 June 2025

Every day, thousands of South Africans wake up blissfully unaware that today could be their day to go. They could be one bad decision away from tragedy. Death doesn’t choose the perfect moment. More often than not it’s unexpected – even awkward. And it doesn’t wait for you to get your affairs in order.

Policy certainty as effective as uncertainty at pushing foreign capital away from SA

20 June 2025

Key policymakers in the South African government have a major kink in their think. They cite policy uncertainty as a major deterrent to foreign direct investment into the country, when policy certainty is often as harmful a detractor. You could say, for example, that uncertainty around property rights being enshrined in expropriation legislation is as undesirable as a certainty that these rights will not be protected.

quick poll

Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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