Insights & Perspectives
Our latest thinking on strategy, global finance and growth — curated for decision-makers.
Explore our latest thinking on business strategy, finance and growth — curated weekly for forward-thinking leaders.
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Articles & Insights
Straight talk, sharp insights. Perspectives that matter to business and cut through the noise.
Who Really Pays When Eskom Goes Green?
Inside South Africa's first-loss infrastructure guarantees — and who actually holds the risk.
South Africa's Data Center Gold Rush
Why Cape Town is ground zero for a data center boom turning a business story into a political one.
Owning a Position, Not the Whole Chain
What Nike x Off-White teaches about value capture.
How Much Should You Own?
What Standard Bank's 40-year chess game teaches about ownership strategy.
The Hidden Investor Behind SA's Roads, Power and Water
How insurers quietly became a source of infrastructure capital for two decades.
The R350 Billion Gap Nobody's Fighting Over
Why the businesses creating the most jobs get the least capital.