Armien Tyer: applying new age Artificial Intelligence to active management

In today’s Editor's Desk, Alec Hogg dives into the shifting tides at the World Economic Forum, where entrepreneur Fabricio Bloisi is redefining the Naspers/Prosus playbook. As the group pivots from selling Tencent shares to offloading underperforming assets, Alec asks the pointed question: is the South African media portfolio next on…

In this edition of BizNews Daybreak, Alec Hogg unpacks the global and local stories moving the markets this morning: Diplomatic Friction: Tensions between the US and the EU escalate while South Africa's own relationship with Washington deteriorates over Iranian participation in naval exercises. Retired US intelligence analyst Col. Chris Wyatt…

In this episode, we unpack Donald Trump’s audacious move to acquire Greenland and the "madman theory" strategy behind it. We also look at the escalating tensions in Iran, where the regime faces a legitimacy crisis amidst mass protests and US military pressure. On the local front, David Shapiro explains why…

Today on The Editor's Desk: Mbeki’s load shedding claims under the microscope, Hartford’s case for smarter non-alignment, Papenfus’s open letter to Mantashe on BEE, a standout Investment Voice piece — and why “peak alcohol” is reshaping drinks giants.

Iran admits brutality; Niall Ferguson on Trump’s “Madman Theory”; Andrew Ross Sorkin on the next Great Depression; China’s play for Iron Ore pricing power. In this edition of BizNews Daybreak, Alec Hogg unpacks a volatile start to the week: Iran on the Brink: Supreme Leader Ali Khamenei (86), in power…