Recent Money Morning Articles
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
Special Economic Zone (SEZ): The quiet policy shift that could create South Africa’s next industrial boom
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.
Why South African investors should care about the biggest US-Japan currency move in 15 years
The US and Japan have just intervened in the currency market together for the first time since 2011. Here’s why it could affect your investments too.
Cheaper data is coming…These SA Telecoms stocks stand to benefit!
For years, South Africa’s mobile operators have competed by building bigger networks, rolling out faster 5G and convincing us to buy ever-larger data bundles.
Emotional Biases: When Feelings Hijack Your Financial Decisions
If you have ever looked at your portfolio and felt a knot in your stomach, or held onto a losing position because selling it would “feel like admitting defeat,” you are not alone. While numbers, charts, and research might drive the story of investing, the reactions inside your own head often decide the actual outcome. This week, we move into one of the most powerful forces shaping investor behaviour: emotional biases.
R3 trillion… gone…in one month! Here’s what JSE investors need to know…
March 2026 is a month South African investors will not forget in a hurry. In just 31 days, the JSE shed more than R3.4 trillion in market value. That’s the worst monthly destruction of wealth on our stock exchange since the 2008 global financial crisis.
To put that number in context: at the start of February, South Africa’s listed equities had reached a record high of R26.6 trillion.
Investing through chaos: What Epictetus would tell you about today’s market
Nobody knows what happens next. Not the investing analysts on financial TV. Not the hedge fund managers running billions. Not the central bankers, geopolitical strategists, or generals.
Cognitive Errors: The Invisible Forces Steering Your Investment Decisions
Today, we unpack three big “Cognitive Errors”, Anchoring, Confirmation Bias, and Hindsight Bias, what they are, how they creep into your decisions, and the simple habits you can use to avoid them.
From obituary to opportunity… The coal 2026 comeback!
For the past decade, coal has been the fuel the world was trying to forget.
Climate agreements, green energy targets, ESG mandates, net-zero pledges — the entire direction of global energy policy pointed one way: away from coal.
Why is light technology the next big profit opportunity for AI?
Think about the last time you video-called someone. Every pixel of that call – your face, their face, the background – travelled as pulses of light through a glass fibre thinner than a human hair.
Not electricity. Not a radio signal. Actual light, moving at 300,000 kilometres per second, carrying your conversation across the city or across the world in the time it takes to blink.
That’s photonics…
Behavioural biases: Your Strategy Isn’t the Problem — Your Psychology Might Be
This week we begin a new series exploring behavioural biases in trading and investing. These are the psychological tendencies that influence how investors interpret information, take risks, and make decisions under uncertainty.
Why is Gold falling while the Middle East is on fire?
It’s one of the most confusing things happening in markets right now. There’s a war raging in the Middle East. Oil prices are surging. Inflation fears are climbing. Global markets are rattled. And gold – the asset people have run to in every crisis for thousands of years – is falling?
The silicon chokepoint: why the 2026 AI chip shortage is different — and how to invest in it
If you’ve been following markets lately, you’ll know that AI chips have become some of the most valuable assets in the global economy. But as we move through March 2026, the conversation is changing. It’s no longer just about who can build the smartest AI. It’s about who can actually get the hardware to run it. And that requires something like silicon!
A silent shock is building in global fertilizer supply!
Over the past weeks, I’ve spoken about the Strait of Hormuz and how the war is threatening oil and aluminium supply. But there’s another, less obvious story unfolding – one that could ripple through global food prices, farming economics, and agricultural stocks. That is a significant share of the world’s key fertilizer ingredients flows through this chokepoint: roughly 44% of global sulphur, 31% of urea, 18% of ammonia, and 15% of phosphates.
Know what’s happening in the markets… Why it’s happening and never miss another investing opportunity again.
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