Tag: Anchor Capital

Two overarching themes are likely to dominate the investing landscape over 2026 and beyond - the unstoppable rise of Artificial Intelligence (AI) and the changing global order. These subjects are complex and dynamic. It is impossible (and unwise) to form a fully-fledged thesis. More important than knowing the terrain is having the right attitude to traverse it.

South Africa’s Medium-Term Budget Policy Statement (MTBPS) is a key mid-year fiscal update that reviews performance against the February Budget. It also reallocates spending where needed and recalibrates priorities for the year ahead.

“There is no such thing as a once-in-a-lifetime opportunity. A hurried mind is an addled mind; it cannot see clearly or hear precisely; it sees what it wants to see, or hears what it is afraid to hear, and misses much. A knight makes time his ally. There is a moment for action, and with a clear mind that moment is obvious.” – Ethan Hawke, Rules for a Knight

China’s transition towards 'common prosperity' will create some short to medium-term headwinds to the growth in luxury goods sales, but these should be more than offset by long-term, structural growth in the sector driven by an expanding middle-income cohort in China.

Major central banks have combined with structural trends (slowing developed market population growth, globalisation, and technological innovation) to almost eradicate developed market inflation volatility over the past 50 years or so.

Stats SA produces two quarterly surveys detailing South African employment. They are: The Quarterly Employment Survey, which examines VAT-registered businesses and includes detailed industry-level data on non-agricultural, formal employment; and The Quarterly Labour Force Survey, which surveys households and includes details on informal employment, agricultural employment and demographics of the workforce.