Tim Cohen

Moody's and S&P are saying relatively nice things about our economy, but let's not get carried away — the need for reform is still urgent

South Africa is in grave danger of repeating its tobacco mistake: making the illicit industry grow fat, while taxed sales tumble.

The market today does have bubble-like features: heroic expectations, magnificent valuations. But it also has something the late-1990s market increasingly lacked: actual profits growing at actual companies.

The argument in favour of markets being in an AI bubble is statistically pretty strong. But there’s a counterargument too.

The industrial development strategy has exposed overlapping departmental ambitions, different mandates and uneven consultation.

Jacob Mbele, Director-general, department of minerals and petroleum resources. Source: Junior Indaba/Resources4Africa

SpaceX’s IPO looks risky, but sometimes the best stories – and the best returns – come from backing the improbable.

Should the competition authorities jump in and prohibit retailers from insisting that suppliers supply them exclusively?

Twenty years of Isibaya's developmental investing produced a 4.25% return that inflation swallowed whole. Does the PIC know what it is doing?

Should the competition authorities jump in and prohibit retailers from insisting that suppliers supply them exclusively?