Chris Gilmour
Russia mobilises
As Putin mobilises troops for Ukraine, the macroeconomic picture continues to deteriorate. Will this move make a significant difference in the war, or will it be more of the same for Putin? Chris Gilmour gives his view.
Chris Gilmour
July sales data: all about the base
The July 2022 sales data from Stats SA looks great, until you remember what happened in July 2021. Chris Gilmour digs a bit deeper into the numbers.
Chris Gilmour
War in Ukraine – sanctions, gas and cold winters
As the war in Ukraine grinds on and the Ukrainians continue to resist the Russian invasion, Chris Gilmour explains key nuances on the battlefield and in the energy markets.
Chris Gilmour
Retail review: Woolworths | Truworths | Massmart
Retail analyst Chris Gilmour weighs in on the recent results from Massmart, Woolworths and Truworths, as well as the offer from Walmart to take Massmart off the market.
Chris Gilmour
China’s Malacca dilemma
Chris Gilmour puts on his geopolitical hat once more and gives excellent context to the importance of Taiwan and the impact on US - China relations in particular.
Chris Gilmour
South African grocery market share
Chris Gilmour explains why grocery market share data in South Africa is complicated. The informal sector is significant and StatsSA reporting doesn't necessarily tie up with categories that listed companies play in.
Chris Gilmour
The Great Resignation: taking back control
The Great Resignation has been a feature of the pandemic and its aftermath. Chris Gilmour argues that this issue has been a long time coming.
Chris Gilmour
SA retail spending at risk
South African retail spending is facing significant risks. Stagflation is an ugly word that we are now dealing with. Chris Gilmour explores the impact on consumers and retailers.
