The positive investment case for renewable energy. In this article in Daily Maverick, Neesa Moodley looks at the role the private sector can play in alleviating the energy crisis. Quoting Mergence CIO, Brad Preston, she also looks at the potential contribution by Eskom and Transnet, emphasising that the performance of both utilities remains critical to South Africa’s economy, its listed companies, and the bond market. Given this importance, Brad put together a dashboard of eight high-frequency metrics to objectively track operational performance at the two utilities and attempted to project what this means for the country and its growth.
Mega-themes for investors: digital disruption
Since early 2023, digital disruption has been a key driver of global equity returns. We have seen increased capital spending