DUNCAN McLEOD: AI is making your next PC unaffordable
The only hope for a return to sanity in pricing is the collapse of the AI bubble, which is fuelling one of the biggest speculative investment waves in history
By Duncan McLeod
Investing
Not running on fumes
The JSE’s all property index is trading at its highest level in six and a half years as income chasers continue to climb back into real estate stocks. Can the momentum be sustained?
By Joan Muller
Your Money
SIMON BROWN: When illiquid silver turns to liquid gold
Demand for silver has been creeping higher, and supply has not kept up. Add traders into the picture, and the market skews to undersupplied, which will see prices go higher.
By Simon Brown
Hot Stocks 2026: Can South Africa Inc fire up?
The expected renaissance in South Africa Inc stocks failed to materialise meaningfully last year. Will 2026 be different?
JAMIE CARR: French lessons from China
MiniMax is thriving with its AI ‘companions’, while Soho House, built on old-fashioned human interaction, is doing rather less well.
Good news after bad lifts confidence in Aspen
Beyond the repair job Aspen has to undertake after an unexpected negative announcement it made early last year, there was the good news that came later and affirmed its status as a compelling investment
Markets Data
Editor’s Choice
Published by Arena Holdings and distributed with the Financial Mail on the last Thursday of every month except December and January.
Top Stories
Making waves in False Bay
PATRICK BULGER: Ideological exhaustion
BROKERS’ NOTES: Buy Goldrush, sell Optasia
SIMON BROWN: When illiquid silver turns to liquid gold
Forever welcome in the Namibian desert
THE FINANCE GHOST: Arms and the (orange) man
DUNCAN McLEOD: AI is making your next PC unaffordable
DINNER PARTY INTEL: Home robots, Grassy and a book boom
JAMIE CARR: French lessons from China
EDITORIAL: Tread carefully in the global minefield
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Clinic blockades: It is the state’s obligation to remove every barrier to health services
A recent ruling on vigilantism at clinics reminds the government of its constitutional duties
EDITORIAL: Tread carefully in the global minefield
Wise diplomacy has seldom been more important than it is now amid the crumbling certainties of what is no longer a predictable world
JUSTICE MALALA: Who will succeed the ANC?
As the spectre of electoral humiliation looms for Africa’s oldest liberation party, so does the prospect of a frightening MK Party-EFF coalition