Tag: globalisation
Gold, geopolitics and de-dollarisation
Gold's long-term fundamentals were already looking positive. By effectively rejecting the US role as reserve currency issuer, President Trump is super-charging these trends. We have long maintained the view that long-run global geopolitical and fiscal trends have the potential to drive a very powerful bull market in gold.
SARS increases customs duties for online retail orders
The South African Revenue Service (SARS) increases customs duties for online retail orders as part of a broader strategy to promote local businesses and address global supply chain imbalances. The clothing and textile industry has faced widescale criticism for controversial environmental, social, and governance (ESG) practices. South African consumers may imagine themselves to be far from the hub of these issues. However, we are all participants in the global supply and demand for fashion.
Evolving a workforce strategy – introducing the 6R model
In the contemporary business environment, characterised by rapid technological advancements, globalisation, and shifting workforce dynamics, organisations face unprecedented challenges in workforce planning and management. Traditional models, focused primarily on headcount, no longer suffice as companies navigate the complexities of digital transformation, remote work, and an increasingly diverse and dynamic workforce.
The wellness wave – shaping a healthier and wealthier society through...
Events in recent years have pushed countries to rapidly evolve their healthcare systems, demanding that they shift their focus towards pivotal strategies that can curtail long-term healthcare costs. It is particularly pertinent in South Africa, where the escalating healthcare costs pose a formidable challenge. Healthcare costs are spiralling, putting immense pressure on the nation's economy.
BOOK REVIEW | A Love Letter to the Many
With its impressive tradition of left politics, South Africa was the hope of the world. At the heart of post-apartheid politics was a revolutionary nationalist ANC, the oldest Communist Party in Africa, the SACP, and one of the most militant labour union federations in the world, COSATU.
BOOK REVIEW | Why We Kill
Why do so many South Africans prefer taking the law into their own hands to relying on the police? Why are those who do so often cheered or sympathised with? Of the unprecedented 27 000 recorded murders in South Africa in 2022, at least 1 894 – or 7 per cent – were attributed to mob justice and vigilantism, more than double the number from five years before.
Family businesses are adapting to a myriad of complexities
As the new year unfolds, many business leaders across Africa are assessing the 2023 year to chart an increasing resilient path ahead. Last year, major key events unfolded that had global repercussions on supply chains, businesses and the leaders of those businesses.
Impact of the evolution of the real estate industry on agents
The real estate industry has undergone a profound transformation over the past two decades and, as a result, the landscape that real estate professionals navigate today bears little resemblance to the one of even a decade ago.
Is South Africa fighting a skills shortage or a jobs shortage?
A recent roundtable discussion we co-hosted with Microsoft sparked a debate whether SA’s unemployment challenges are truly about job availability rather than a mismatch in skills demand and supply.
How much does a fall in GDP growth matter to corporate...
Our research explores the differing relationships between a country’s economy and the earnings growth of its stock market. Ongoing talk of the risk of recessions is prompting questions about the strength of the relationship between economic growth and corporate earnings.































