The meteoric rise of artificial intelligence (AI) has been the defining theme in global equity markets for the past few years, with investors agonising over how to separate winners from losers. Much of the value to date has accrued to the providers of...
Compagnie Financière Richemont SA (Richemont) is a high-quality, globally diversified, hard luxury business that owns some of the world's most desirable and enduring heritage brands. Its maisons[1] have legacies that span centuries and cannot be replicated,...
Dis-Chem is a leader in the South African pharmacy retail sector, operating out of 274 stores nationwide. The business was founded by Ivan and Lynette Salzman in 1978 and listed on the JSE in 2016, with an initial placement of 27.5% of the company. The...
It's been just over two months since the South African retirement fund system underwent its most significant transformation: the introduction of the two-pot system. After years of regulatory reforms, this change has finally brought compulsory preservation...