The $10tn industry waiting to be disrupted by AI

By Jaco Visser, editor of Citywire South Africa. Original Article: Read Here The $10tn Industry waiting to be disrupted by AI. The popularity of the Magnificent Seven stocks can be ascribed to the coming of AI – now a trillion-dollar industry. Imagine the investment opportunities that will be unleashed if this technology is utilised to…
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Who Will Be One Of The Next Big IT Megatrend Beneficiaries?

Microsoft (MSFT) is at the center of three powerful technology themes: Cybersecurity Cloud Artificial Intelligence (AI) And its consistent outperformance in these areas is overlooked. Cybersecurity: The Unsung Giant in Enterprise Protection MSFT is the largest cybersecurity vendor in the world being 3 times larger than its closest competitor offering a one-stop shop that delivers…
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SA’s bonds sizzle in lacklustre market for EM debt

By Colleen Goko, Bloomberg  26 Jul 2024 07:30. South Africa’s general election was the catalyst. The outlook for emerging-market local-currency bonds is less than rosy — except in South Africa, which has delivered world-beating returns this year and is seen extending that run. Developing-nation local debt has struggled amid pressures from higher-for-longer US interest rates…

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