We’ve heard the state of the nation address. We now ask ourselves if Cyril Ramaphosa really wants what we want & what he says he wants, i.e. does he really want to stop the raping and pillaging of … [Read more...]
Offshore and Local Investing
Investment News from South Africa and around the world
Is the future anymore uncertain this time round? The future is always uncertain, at least we have our eyes wide open in January 2019
As this is my first newsletter of 2019, may I wish you all a very happy & healthy new year. In South Africa we also emphasize personal safety as a priority when wishing our friends, families and … [Read more...]
Why is the JSE rising when the economy is in tatters?
Dear Investor I thought it an opportune time to comment on what I find, at first glance, a most confusing situation, namely the surge in the value of the All Share index on the JSE when times are so … [Read more...]
Allan Gray’s Rand denominated overseas funds re-open, Simon Pearse passes away & chaos reigns in our country
Dear Investor While we do not advocate blanket investment advice across all our client portfolios, we feel that it is important to let our clients know when major changes occur within the fund … [Read more...]
Trump bump or long term receovery?
Dear Investor What is happening to cause these equity markets to rise like this? There are three possible drivers: Better economic data in China & the US, Many promises from Trump and the US … [Read more...]
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