Armien Tyer: An investment cocktail - Mixing value with macros for survival

In this edition of BizNews Daybreak, Alec Hogg unpacks the global and local stories moving the markets this morning: Diplomatic Friction: Tensions between the US and the EU escalate while South Africa's own relationship with Washington deteriorates over Iranian participation in naval exercises. Retired US intelligence analyst Col. Chris Wyatt…

In this episode, we unpack Donald Trump’s audacious move to acquire Greenland and the "madman theory" strategy behind it. We also look at the escalating tensions in Iran, where the regime faces a legitimacy crisis amidst mass protests and US military pressure. On the local front, David Shapiro explains why…

Today on The Editor's Desk: Mbeki’s load shedding claims under the microscope, Hartford’s case for smarter non-alignment, Papenfus’s open letter to Mantashe on BEE, a standout Investment Voice piece — and why “peak alcohol” is reshaping drinks giants.

Iran admits brutality; Niall Ferguson on Trump’s “Madman Theory”; Andrew Ross Sorkin on the next Great Depression; China’s play for Iron Ore pricing power. In this edition of BizNews Daybreak, Alec Hogg unpacks a volatile start to the week: Iran on the Brink: Supreme Leader Ali Khamenei (86), in power…

In his latest appearance on the NdB Sunday Show with Chris Steyn, US Intelligence Analyst Retired Colonel Chris Wyatt covers a wide range of international and national issues: South Africa’s “massive own goal” joint military exercise with Iran; a South African Flight Academy’s alleged support of the Chinese military with…