Finance Minister Tito Mboweni presented National Treasury’s Supplementary Budget to Parliament on Wednesday 24 June. The key takeaway from his speech was urgency: that the decisions taken today will determine whether we take a hard – and probably slow – road to recovery, or if we take the low road, with a slippery slope to economic convulsion within the next two years. To...
Is now a good time to invest?
“Is now a good time to invest?” is one of the most frequently asked questions in the investment world. And in the current environment, the “no” camp seems to hold greater sway. Only consider the rand’s volatility, an anaemic domestic economy, Eskom’s numerous woes,...
Electioneering: a sober assessment
CE Dr Adrian Saville gives his views on President Cyril Ramaphosa’s election campaign in the lead up to the general election on May 8th. https://youtu.be/S9yxR_Hh8CU
Investments: It’s all going to the dogs
CE Dr Adrian Saville talks to ClassicFM about investing in unloved stocks https://youtu.be/dwk-aSC1jMA
The JSE’s best and worst: Q12019
Wessel Joubert talks to CNBC Africa about the JSE’s best and worst performers after the JSE recorded its best first quarter since 2007 https://youtu.be/kTFGKfrIzc4
Moody’s in effect keeps SA at investment grade by skipping review decision
CE Dr Adrian Saville, “The ratings agencies’ task is not just to make a call on economic landscape.” read more
Investments – It’s all going to the dogs
Investing in market underdogs is a winning investment strategy read more
Moody’s rating review
CE Dr Adrian Saville discusses Moody’s upcoming investment-grade rating on South Africa https://youtu.be/auOhQKAdBNg
Modern monetary theory and inflation
CE Dr Adrian Saville discusses modern monetary theory (MMT) and inflation ahead of the South African Reserve Bank’s Monetary Policy Committee meeting https://youtu.be/nFVIkDQxFhc
Investments: It’s all going to the dogs
One of the first principles in investing is to “buy low and sell high”. A second principle is to avoid the risk of doing the exact opposite, namely “buying high and selling low”. While these two principles seem patently obvious, they can be challenging to implement,...
Behind Telkom’s surprising share price rise
CE Adrian Saville, who picked Telkom as a good investment for 2019, explained that Telkom’s share price in 2018 did not reflect the value it offered read more
Offshore investing
CIO Samantha Steyn discusses why and how to invest offshore https://youtu.be/8CxLJTkvcQg
Being in the market is better than picking right time to invest
Despite global and local problems forecasts of when to invest are likely to be wrong and it pays to be a proactive investor read more