Are we seeing a consumer-led GNU recovery?
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Recent company news is giving us many clues about whether things are starting to improve and where the going is slow.
Other recent episodes
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Its stocks are still trading at a vast discount relative to US names – but if the discount continues to close, will it be due to an uptick in European numbers or pressure in US stocks?
Sun International’s lucky escape
Moneyweb and The Finance Ghost bring you market insights through the lens of a strategist and finance professional.
The financial ambition at Prosus
Prosus is finally in a place where the business excluding Tencent is generating positive free cash flow.
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Market gifts: when bad prices happen to good stocks
Time to look back on a couple of investments that I made earlier this year, as well as a very fresh one.