Finding value beyond the AI trade
Keith McLachlan of Element Investment Managers highlights sectors and stocks showing strong cash generation and defensive moats – and some not.
Only 17% of government tenders got awarded in 2025
Bringing private-sector skills into procurement could help turn infrastructure budgets into projects.
Copper gains as US jobs data offers relief on Fed tightening
Copper rose 0.6% to trade at $14 347 a ton on the LME by 10:27 a.m. Singapore time.
Wheat edges higher on Russia’s threats to escalate Ukraine war
Wheat rose 0.6% to $6.87 a bushel as of 12:12 p.m. in Singapore.
LNG trade through Hormuz extends rebound despite shipping risks
As the region’s producers seek to restore supplies to energy-starved customers.
Gold steady as market weighs US jobs data impact on Fed path
Spot gold dipped 0.1% to $4 137.38 an ounce as of 1:14 p.m. in Singapore.
Oil swings to loss as deep Saudi price cut offsets Yemen concern
Brent for December settlement fell 0.6% to $101.66 a barrel at 1:30 p.m. in Singapore.
Do elections matter for markets?
Analysis of how investors are positioning portfolios amid weaker US jobs data and election uncertainty, and where offshore value is emerging beyond the AI trade.
A hammock under the Zimbabwean sky
We know what happened after title deeds and property rights were rendered worthless, but what happened in Zimbabwe before then?
SA home sales fall, Gauteng gains market share
National property activity declines 8% year on year.