Insights

A selection of our thought pieces, views and media releases.

Insights

Is it time for Emerging Markets to shine?

Is it time for Emerging Markets to shine?

November 2025

Excelsia Edge
Nampak: Refreshed and Repacked

Nampak: Refreshed and Repacked

July 2025

Excelsia Edge
Is Alphabet still ahead of the competition

Is Alphabet still ahead of the competition

June 2025

Excelsia Edge
Is Trump about to usher in a new world order

Is Trump about to usher in a new world order

April 2025

Excelsia Edge
We’ve survived three industrial revolutions

We’ve survived three industrial revolutions

March 2025

Excelsia Edge
Looking for Bitcoin β€˜needle’ in a landfill

Looking for Bitcoin β€˜needle’ in a landfill

February 2025

Excelsia Edge
The world is ageing at an alarming rate!

The world is ageing at an alarming rate!

January 2025

Excelsia Edge
South Africa An Economic Revival

South Africa An Economic Revival

December 2024

Excelsia Edge
Uncapped Value: BUD APAC

Uncapped Value: BUD APAC

May 2024

Excelsia Edge
SA Hospitals – Covid Opportunity

SA Hospitals – Covid Opportunity

December 2022

Excelsia Edge
City Lodge – Back to Normal

City Lodge – Back to Normal

August 2022

Excelsia Edge
British American Tobacco – Hidden Value

British American Tobacco – Hidden Value

June 2022

Excelsia Edge
Russia Ukraine War

Russia Ukraine War

April 2022

Excelsia Edge
Transaction Capital – Why we Shorted

Transaction Capital – Why we Shorted

March 2022

Excelsia Edge
Our journey

Our journey

January 2022

Excelsia Edge

Monthly Commentary

Monthly Commentary

Monthly Commentary

December 2025

Excelsia Edge
Monthly Commentary

Monthly Commentary

November 2025

Excelsia Edge
Monthly Commentary

Monthly Commentary

October 2025

Excelsia Edge