Budget 2025 Take Two

Dear Mufhandu,

Spending cuts, tax hikes or increased borrowing – how will government plug the R58bn revenue gap in Budget 2025? In this edition, Investec experts weigh in on the trade-offs that will need to be made.

Don’t miss the latest No Ordinary Wednesday podcast on whether Big Tech stocks will retain their “magnificence” this year.

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Budget Take Two

Investec experts share their opinions on the Budget Speech postponement and their expectations for 12 March.

Can tech titans keep up the pace?

The head of Investec’s new trading and investing platform, Clarity, shares his views on whether the AI rally has legs.

2025 car trends

Motoring guru Marius Roberts and experts from AutoTrader and Car Magazine discuss the rise of Chinese vehicles, the appeal of used cars, and other SA trends.

The problem with equity market concentration

Stock market indices are increasingly dominated by small groups of large shares. How can investors mitigate this concentration risk?

Country indices are now in effect concentrated bets on a few large stocks, and even the global index is now largely a bet on the US.”

Chris Holdsworth, Chief Investment Strategist,
Investec Wealth & Investment International

A lens on photography as art

Everything you need to consider when buying photography as part of your art collection.

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