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Yesterday, your writer listened in quiet reflection as a respected economist suggested South Africa’s multi-year shift to the East was not unexpected and likely to gather momentum. In a speech accompanied by much hearty laughter, JP Landman took a ‘so what’ position on the likelihood of the US yanking the AGOA trade be
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Three themes rewriting the rules of insurance
1+ mon, 4+ week ago (229+ words) Profit metrics remain robust The third theme, being the challenges and opportunities arising from AI-driven infrastructure investment, was framed in the ‘shock and awe’ capex numbers being bandied about by the so-called hyperscalers. To illustrate the sheer scale of investment,…...