The Role of Government
Despite the benefit of over two centuries of history to [...]
Tencent: Game Over or Level Up?
The past year has been a tumultuous one for Tencent [...]
Tobacco Sector: Social Compact to Solve Mother of All ESG Puzzles
Please find below a link to the latest issue of [...]
SA Banks: Should You Buy Customers?
The recent downgrade of the credit of South African banks [...]
Productivity in Mining
Since mining companies do not control commodity prices, they forecast [...]
The Anatomy of a Good Thing
In January this year, cyclical companies assumed market leadership from [...]
Disruption in the Print Media Industry
At First Avenue, we focus extensively on the ability of [...]
When it is Bad to have Good Choices
Let’s take it from the top. The top of the [...]
What Drives Gold
The value of gold is the price of gold You [...]
Mining in SA: A Tragedy of the Commons
SUSTAINABILITY OF THE SA MINING INDUSTRY The investment case in [...]