Citi says interest rates may matter more for economy than stock valuations

BAGANBAZAR GRAPHSource-attributed newsBUSINESS desk

Capitec: ‘We’re retailers. We think client, then risk.’

Gerrie Fourie spent 25 years helping build Capitec into South Africa’s largest bank by market capitalisation. In this episode of Peregrine Capital’s Building Conviction podcast, he discusses coming into banking as an outsider and why it took the market 12 years to understand the business.

BAGANBAZAR GRAPHSource-attributed newsBUSINESS desk

The Munch Scream

What managers feel – and should do – when the market rerates a company they got right.

BAGANBAZAR GRAPHSource-attributed newsBUSINESS desk

Stock futures rebound as oil nears $110, AI earnings loom