Category: Money Morning

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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Signals from the Stock Market: Learning to Read What the Market Analysis Is Telling You

by | Aug 7, 2026 | , , , | 0 |

Every trading day, the stock market generates an enormous amount of information. Share prices move, companies release results, investors react to news, and market sentiment shifts. Individually, these events may seem random. Together, they create signals that can help investors better understand where opportunities and risks may be emerging. We’ve previously discussed the three pillars of investment analysis: technical, fundamental, and sentiment analysis. Each approaches the market from a different angle, and each provides its own set of signals that investors can use to make more informed decisions.

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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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