Christmas in Zimbabwe: What’s in the pot?
This is a time of sticky fingers … and reflection.
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budgeting process | Columnists | conflation | Eskom | financial viability | Medium-Term Budget Speech
The perils of conflation in the public budgeting process
Allowing necessary subsidies to be crowded out by avoidable bailouts will perpetuate the type of habits a responsible government ought to identify, address and fix.
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Investment decisions are becoming a bit more challenging …
Three visuals that provide context.
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Columnists | Companies and Deals | consumer discretionary stocks | equities | Foschini Group | Opinion
How are our other discretionary listed retailers looking?
Insights into TFG, Truworths, Lewis, Pepkor and Woolworths …
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Afrimat | Aspen Pharmacare | Columnists | Companies and Deals | emerging markets | generic medication
Does Aspen’s manufacturing matter?
If you give manufacturing a zero value and push all the debt onto commercial pharma, Aspen’s 8.5x multiple is half that of the average major generics group.