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2024 – The year of elections & the potential for civil...

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South Africa joins over 60 countries that will head to the polls in 2024, with heightened risks for civil unrest reminiscent of July 2021 top of mind. 2024 has been dubbed the election year, with voters in more than 64 countries heading to the polls.

Want to unlock more value? Focus on true costs

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For many business leaders, the heat is on. They face inflation, supply chain disruption, labour shortages, and pricing pressures. Protecting margins while meeting customer needs and navigating economic uncertainty is crucial. However, many lack transparency and granularity in actual cost structures.

The 3D reset that will change global investing

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Decarbonisation, demographics and deglobalisation (3Ds) are changing the investing landscape and presenting investors with a new set of investment opportunities.

Dealing with disruption – best practices for maintaining smooth supply chains

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Disruption has become the norm in today’s global supply chains with various challenges impacting the efficiency and reliability of logistical operations. South African organisations must embrace a proactive mindset and develop robust strategies to deal effectively with disruption in this ever-evolving landscape.

How will challenges to globalisation impact thematic investing?

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Let's have a look at the impact of "deglobalisation" on some of our favoured themes: smart manufacturing, energy transition and climate change, and the circular economy.

The smart and connected factory is made possible by automation

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Automation is complex – especially in the manufacturing industry. Will the automation trend continue to accelerate? The adoption of automation is one of the unexpected game-changers that the COVID-19 pandemic has accelerated in manufacturing. The impact is nowhere more robust than on the shop floor.

MultiChoice Group – Steady earnings growth tempered by FIFA World Cup...

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MultiChoice Group (MCG or the group) grew its user base by 5% during the period ended 30 September 2022 (1H FY23). An ongoing focus on leveraging the group’s local capabilities added 1.0 million 90-day active subscribers to close the period on 22.1 million subscribers, with the subscriber base split between 13.0 million households (59%) in the Rest of Africa and 9.1m (41%) in South Africa.

Putting people and purpose at the heart of business

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The fifth annual State of South Africa Small Business report 2022 found that 95% of business owners have experienced stress in running their businesses. Undoubtedly every late payment, supply chain issue, and government decision over the past two years has placed additional stress on the owners of small businesses.

Nedbank reports strong earnings growth, lifts interim dividend

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A 26% increase in headline earnings per share and a robust balance sheet enabled an 81% increase in the interim dividend per share. The South African economy held up relatively well as global economic conditions deteriorated significantly in the first half of 2022.

Healthcare sector must prioritise modern data protection

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The pandemic has put a significant strain on all industry sectors none more so than in healthcare where there was a need to adopt more data-driven planning and decision-making at lightning speed. At a time when expanding remote care, telemedicine, and m-health initiatives have become the order of the day, the spotlight has turned to the safeguarding of sensitive information at a scale comparable to the financial services sector.

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