We know that market volatility is a certainty. While we don’t know what the price of shares will be a day or a month from now, we do know that the price will fluctuate. We also know that during periods of volatility – be it market highs or market lows – over-reacting is ill advised. However, living out these time-tested truths is another story. As Mike Tyson quipped,...
From Venezuela with love
CE Dr Adrian Saville discusses how, while exact parallels can’t be drawn, SA can and should learn from Venezuela and Turkey’s policy mistakes https://youtu.be/1Zdp4NyCEN8
Venezuelan lessons
The reality of South Africa’s economic quagmire has finally sunk in with the announcement that the country had slipped into a technical recession in the second quarter of this year, adding fuel to populist demands for greater political intervention in the economy. And...
From Venezuela with love: lessons for SA
Although the blame for our latest GDP results can be partially attributed to emerging market contagion, it is important to recognise that the short-termism and populist... read more
ReThink September
For the past two hundred years we have witnessed an increase in global trade and a decrease in relative trade costs. However, it has not all been smooth sailing with more than a handful of trade wars breaking out over the centuries. The comic names of many of these...
Coping with a recession
CE Dr Adrian Saville talks to Bruce Whitfield on Radio702 regarding the five big things you need to know about coping with a recession https://youtu.be/6tpEAZN2k2I
The compelling investment case of Sabvest
Sabvest is an investment holding group that has been listed on the JSE since 1988. The company has an exceptional long-term investment record, having generated a return to shareholders of 54 times capital over its 30-year history under the steady hand and sharp eye of...
The case for Sabvest
The company has an exceptional long-term investment record, having generated a return to shareholders of 54 times capital over its 30-year history read more
ANC eyes PIC funds to rescue Eskom
CE Dr Adrian Saville talks to the Mail and Guardian about the ANC’s idea of using state workers’ pension money to bail out ailing Eskom read more
ReThink August
Venezuela’s hyperinflation is set to reach an annualised rate of 1 000 000% by the end of this year. As a case in point, populists need not look far for evidence of the dire results of adopting a socialist model. Socialist policies, together with rampant corruption...
Turkey and the rand
CE Dr Adrian Saville talks to Bruce Whitfield on Radio702 about Turkey and its negative impact on the rand https://youtu.be/pZt2h5BIEmc
Economy in SA requires rivalry
CE Dr Adrian Saville comments in Business Report on the IMF’s latest note on the high levels of economic concentration in South Africa read more
Muted market reaction deceptive
CE Dr Adrian Saville comments on the muted reaction of capital markets to the ANC’s land expropriation announcement read more