South African Investor

Special Economic Zone (SEZ): The quiet policy shift that could create South Africa’s next industrial boom

Posted by | Aug 14, 2026 | , , , |

South Africa hasn’t just been losing factories. It’s been losing the industries that create skilled jobs, exports and long-term economic growth. For investors, that’s mattered too. A shrinking manufacturing sector has meant fewer quality industrial businesses coming to market, weaker earnings growth across large parts of the JSE and fewer opportunities to invest in companies benefiting from a growing economy.

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IBM just lost $68.8 billion in a single day! Here’s what it’s really telling you…

Posted by | Jul 24, 2026 | , , , |

On Tuesday 14 July 2026, IBM had the worst trading day in its 115-year history!
The company’s shares fell 25.21%, and in a single session, $68.8 billion of market value evaporated.
Before markets opened the following morning, the question in every investment conversation was the same: is this a buying opportunity or a warning sign?

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AI-Flation: The hidden cost of the AI boom that just arrived on your doorstep

Posted by | Jul 13, 2026 | , , , |

The promise of artificial intelligence has always carried an implicit economic assumption: that more computing power, applied intelligently, would drive costs down. Cheaper drug discovery. Cheaper logistics. Cheaper software development. A more productive economy with lower prices for everyone. That assumption just ran into reality. And reality, on 25 June, took the form of two back-to-back price announcements from two of the world’s most valuable companies.Giving rise to AI-flation.

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