HeyJaredBrian Kantor
- Indexed articles, last 90 days
- 6
- Latest publication
- Oct 1, 2026
- Outlet visibility, for Businessday
- Top 100K sites
- Earliest in this view
- Jul 9, 2026
Latest articles
BRIAN KANTOR | US and SA: a tale of two economies (opens the original)
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In my previous column I pointed to the extraordinary gains in bottom-line profits of US corporations (“How long can US profits and margins be sustained?”, September 17). Profits as a share of the gross value added (GVA) of all nonfinancial corporations in the US have risen from about 10% in 2019 to about 16% now. This profit ratio was below 4% in the early 2000s. The growth in profits is even more conspicuous in the bottom earnings line than in top-line revenue growth. The average US company has
BRIAN KANTOR | How long can US profits and margins be sustained? (opens the original)
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US corporations are delivering explosive profit growth. Bottom-line earnings are not only growing rapidly but also growing much faster than the economy at large, as they have done consistently since 2000. Since the first quarter of 2020, corporate profits after tax as measured by the national income accountants are up 2.15 times, S&P 500 earnings, largely included in corporate profits, have grown 1.8 times, and GDP is up 1.5 times. The share price of the average S&P listed company, weighted by s
BRIAN KANTOR | The case against hedging (opens the original)
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The CEO of gold mining company DRD, Niël Pretorius, made the following commitment when reporting good recent results: “For the foreseeable future the company will stick firmly to its preference for funding growth without leaning on debt. DRDGold has also promised not to lock in elevated gold prices through hedging. The one undertaking that I do give is that for as long as we can, we will remain unhedged, and we will give you full exposure to movements in the gold price.” Shareholders in DRD no d
BRIAN KANTOR | SA has a growth story to emulate: Cape Town (opens the original)
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I well remember when spectacular Clifton on Cape Town’s Atlantic coast served a quite different residential community, among their number artists, writers and poets. They lived modestly on land leased cheaply from the municipality. Life was indeed a beach for those who had somewhat mysteriously acquired valuable residential rights and easy access to brilliant sunsets. Then the city did something sensible. It offered the established residents the opportunity to convert their land leases into free
BRIAN KANTOR | The message from the government bond markets (opens the original)
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The US Federal Reserve and South African Reserve Bank surprised the markets after their recent meetings. The Fed, by providing less forward guidance than was expected, and the Bank by not raising short-term interest rates but still leaving expectations of higher short rates to come over the next 12 months largely unchanged. Long-term bond yields in the US and South Africa immediately kicked higher but have since stabilised at higher levels in the US and returned to pre-meeting levels locally. Th
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