Category: Investing strategies

The debasement trade is back! Here’s what it means for investors….

by | Sep 7, 2026 | , , , | 0 |

If someone was slowly, quietly shrinking the value of every rand note in your wallet – not stealing it, just making each note worth a little less every single year – what would you do with your money? You’d move it out of cash. You’d put it into something they can’t shrink. Something with a fixed supply. Something that governments can’t print more of on a Tuesday afternoon when the budget looks bad. That instinct has a name in financial markets. It’s called the debasement trade. And in 2026, it has become one of the most important and most misunderstood investment themes on the planet.

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Unitree, a robot company, most investors have never heard of went public – and it could change how you think about the next decade

by | Aug 26, 2026 | , , , | 0 |

Recently, shares in a company called Unitree started trading in Shanghai. You’ve probably never heard of it. But there’s a decent chance you’ve seen its robots without knowing it. The ones doing backflips, running like sprinters, even throwing kung fu kicks in viral videos that rack up millions of views.

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The Dividend Trap that’s about to catch a lot of South African investors off guard

by | Aug 24, 2026 | , , , | 0 |

I want to tell you about a mistake I’m watching a lot of income investors make right now, without even realising it. For years, the playbook was simple. Find a stock with a fat dividend yield, buy it, collect the cheque, repeat. Easy money, especially while interest rates kept falling and every income-hungry investor was chasing the same handful of high-yielding names.

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When stock markets break: South Korea’s market warning every investor should have seen

by | Aug 18, 2026 | , , , | 0 |

Recently, South Korea’s stock market did something that almost never happens. The KOSPI (South Korea’s equivalent of the S&P 500) plunged nearly 13% in a single session, triggering an emergency circuit breaker for the second consecutive day. At its lowest point during that session, the index had fallen 44% from the all-time high it had set just one month earlier.
Billions of dollars erased. In a month. From a market that had been one of the hottest on earth. You might be wondering why you should care about South Korean stocks. Here’s why…

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

by | Aug 14, 2026 | , , , | 0 |

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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RSA Retail Bonds vs Fixed Deposits: Which one is best for you…

by | Aug 3, 2026 | , , , | 0 |

Walk into any conversation about safe income investing in South Africa and two names come up immediately: RSA Retail Bonds and fixed deposits. Both are widely regarded as safe. Both pay a fixed interest rate for a fixed term. Both are readily available to retail investors. Most people treat them as essentially interchangeable and pick whichever has the higher number on the day they invest.
That’s the wrong framework. Because once you look at what each product actually pays – after SARS takes its share, at different marginal tax rates, across different terms – the comparison produces results that most investors have never seen laid out clearly.
And there are specific investor profiles where the conventional choice is almost certainly costing money.

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

by | Jul 24, 2026 | , , , | 0 |

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

by | Jul 13, 2026 | , , , | 0 |

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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