Investors Monthly

Despite Reunert's disappointing earnings in 2024 there is potential in the defence sector to increase growth.

Sabcap justifies investors’ faith as it continues to grow.

Tjaard Kruger sets Tiger back on the prowl and Premier gets ready to pour money into Rhodes Food Group.

CA Sales, which provides route-to-market services for FMCG companies in 10 African countries, grew headline earnings 17.1% in the year to end-December 2025. With a p:e of 9.95, it's an interesting proposition

As part of its turnaround strategy, the chemicals and explosives group is refocusing on its core industrial markets — with good results

Coal is increasingly seen as a beneficiary of potential disruptions in the Strait of Hormuz. Iron ore faces the opposite pressure from weaker global growth expectations.

iOCO is a technology company that is increasingly behaving like an investment holding company. That’s not a bad thing.

The group is at last positioned to capture both resilient local demand and improving export opportunities.

The group wants to "accelerate Africa’s growth” — but despite all the excitement around the rest of Africa, South Africa remains an important source of growth

Sappi’s first-quarter 2026 results show that diversification offers little protection when global pulp and paper markets are weak.

China has delivered strong economic growth, yet corporate earnings flatlined, and earnings per share moved sideways, interrupted by regulatory tightening, the property downturn and lockdowns. Result: share prices drifted. Beijing wants this to change

Remember when, in 2001, Saambou was a fast-growing banking business? And then the crash in 2002? I’m not saying investors should ignore the AI theme, just that a stoic, long-term outlook might be called for in these turbulent times

Once you've decided defensive stocks are something you need, you need to look for them in the right places – and the tech and FMCG sectors are not among them. Think Walmart, though; it's in the right spot in the value chain

One can think of Pick n Pay shares as a cheap way to get into Boxer. But the rapid growth of Pick n Pay’s ASAP delivery service and its partnership with Mr D is encouraging

Wheeling could be a game changer — but private role players need policy certainty to move South Africa’s energy transition to its next phase