A sharp fall in the rate of consumer price inflation has defanged what was initially paraded as “aggressive” monetary policy action intended to stimulate the floundering economy. Given a muted inflation outlook, and the depressed economic setting, the question is not if the South Africa’s Reserve Bank’s Monetary Policy Committee (MPC) will cut interest rates this week, but...
SONA 2019
CE Dr Adrian Saville talks to CNBC Africa and gives his view of President Ramaphosa’s State of the Nation Address. https://youtu.be/Gi6Xi2ehAd4
State of the Nation
CE Dr Adrian Saville talks about the elephant in the room at the State of the Nation Address: Eskom. Cannon Asset Managers · State of the Nation
What is the case for emerging markets?
CE Dr Adrian Saville talks to Business Day TV about the investment case for emerging markets and developed markets https://youtu.be/32uclfQ-kK8
Tariffs and trade
CE Dr Adrian Saville talks to Classic FM Radio about tariffs and trade: from the US and China, to the African Free Trade Agreement. Cannon Asset Managers · Trade and tariffs
Omnia U-turn rattles investors
CE Dr Adrian Saville talks about the disturbing lack of detail around Omnia’s R2bn rights offer read more
Causal link between growth and equity returns should not be taken at face value
CE Dr Adrian Saville examines emerging and developed markets. read more
Policy uncertainty and a contracting GDP cause economic upset
CE Dr Adrian Saville discusses the drop GDP and what the key drivers of growth could be in the next 12 to 24 months read more
Man overboard
May was an interesting month, to say the least. From South Africa’s largest decline in quarterly gross domestic product (GDP) figures in a decade, to the United States’ escalating trade war and uncertainty surrounding Brexit, the litany of headwinds could see...
Largest quarterly decline in a decade
CE Dr Adrian Saville discusses South Africa’s GDP decline of 3.2% in first quarter of 2019. Cannon Asset Managers · The largest quarterly decline in a decade
Ramaphosa’s cabinet
CE Dr Adrian Saville discusses President Cyril Ramaphosa’s cabinet selection. https://youtu.be/67bkl-73Yp0
3 powerful tips to boost your savings
Investment Analyst Tlotliso Phakisi suggests 3 tips to boost your savings read more
We are crushing Vodacom and MTN in shareholder value
Telkom’s share price has performed very well over the past year read more