Articles tagged as "Transnet"
US-China tension puts SA jobs and growth at risk
As superpower rivalries reshape global growth, investors are urged to diversify portfolios. This was one of the messages on Day 1 of Allan Gray’s retirement...
2025 GNU Budget (round 2): Prioritising sustainable growth in uncertain times
After the false start of 19 February, the 2025 Budget was tabled by Finance Minister Enoch Godongwana on 12 March. The main tax policy proposals announced...
How the great election year has shaped financial markets
Global elections have been a dominant force this year, with sentiment around polling and election results driving volatility in many markets.
The new normal: What lies ahead?
In the latest episode of The Allan Gray Podcast, portfolio manager Thalia Petousis and Sandy McGregor reflect on a range of macroeconomic issues as they...
Will prescribed assets be used as a policy tool?
Reports that the government plans to compel pension funds to invest in state assets and projects have understandably caused alarm among investors, spurring...
