Insights - Excelsia Capital - Excelsia Capital

Insights

Is it time for Emerging Markets to shine?

Is it time for Emerging Markets to shine?

November 2025

Nampak: Refreshed and Repacked

Nampak: Refreshed and Repacked

July 2025

Is Alphabet still ahead of the competition

Is Alphabet still ahead of the competition

June 2025

Is Trump about to usher in a new world order

Is Trump about to usher in a new world order

April 2025

We’ve survived three industrial revolutions

We’ve survived three industrial revolutions

March 2025

Looking for Bitcoin ‘needle’ in a landfill

Looking for Bitcoin ‘needle’ in a landfill

February 2025

The world is ageing at an alarming rate!

The world is ageing at an alarming rate!

January 2025

South Africa An Economic Revival

South Africa An Economic Revival

December 2024

Uncapped Value: BUD APAC

Uncapped Value: BUD APAC

May 2024

SA Hospitals – Covid Opportunity

SA Hospitals – Covid Opportunity

December 2022

City Lodge – Back to Normal

City Lodge – Back to Normal

August 2022

British American Tobacco – Hidden Value

British American Tobacco – Hidden Value

June 2022

Russia Ukraine War

Russia Ukraine War

April 2022

Transaction Capital – Why we Shorted

Transaction Capital – Why we Shorted

March 2022

Our journey

January 2022

Monthly Commentary

Monthly Commentary

December 2025

Monthly Commentary

November 2025

Monthly Commentary

October 2025