When pigs fly: A story about infrastructure and iron ore
Kumba faces significant headwinds, but quality assets, capable management, and improving market conditions could create the ingredients for a meaningful turnaround.
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acquisitions | biotech | drugmakers | Eli Lilly | GLP-1 | Otto1890
Look beyond the healthcare headline
The sector may have lagged, but strong performance in biotech and pharma shows why healthcare deserves a closer look.
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The US story is bigger than Trump, World Cup cynicism and the noise
AI innovation and robust consumer spending reinforce why the US engine leaves global markets behind.
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The calibre of the decision
Judge decisions before you judge the outcome.