Markets are walking on eggshells as the outbreak of coronavirus disease (COVID-19), first reported from Wuhan, China in late December 2019, is wreaking economic havoc. Data from the world’s second largest economy shows a plunge in business activity in the last month, including massive declines in passenger traffic, electricity generation, shipping volumes and real estate...
Third quarter strategy for investors
CE Adrian Saville participates in a Classic FM panel discussion on third quarter strategy, looking at key factors that could affect retail investors https://youtu.be/ADIbDOF07Ko
Woolies profits to plummet by 20%
CIO Samantha Steyn comments on Woolworths’ anticipated first full-year loss in 16 years as local sales fell and its Australian adventure haunts the group read more
China, the west and African trade
CE Dr Adrian Saville joins a CNBC Africa panel discussion on the pro’s and con’s of Chinese economic influence in Africa, and the West’s concerns of competition for trade... https://youtu.be/E4k3wYyUsvA
The science of Costa Rica
CE Dr Adrian Saville talks to Bruce Whitfield on Radio 702 offering lessons and principles for South Africa from Costa Rica’s transformation https://youtu.be/cS68xRK0aHk
Let down by management
CE Dr Adrian Saville comments on recent corporate scandals: “A management team with skin in the game doesn’t… buy you immunity from fraud… There’s a whole... read more
Global Champions Portfolio
CE Dr Adrian Saville discusses Cannon Asset Managers’ Global Champions Portfolio with Simon Brown on Business Day TV: “good business + good price = good investment” https://youtu.be/Bk76HhT8Mf4
Bitter turn in JES`s cold war
In the face of recent criticism of regulators, CE Adrian Saville comments on the slippery slope for regulators when it comes to taking a more interventionist role read more
How will the US-China trade war impact SA?
CE Adrian Saville talks to Radio 702 on how escalating trade tensions and tariffs will impact South African trade read more
Sharp drop in business confidence
SA’s troubled economy received a further blow yesterday when it was reported that business confidence had fallen sharply in the second quarter read more
SA economy effectively standing still since 2008
Looking at GDP from the production side of the economy: At the headline level, the numbers make for worrying reading with the SA economy contracting by 2.2% over the first quarter on an annualised, seasonally adjusted basis, and rising by a modest 0.8% for the year to...
Prospects for SA’s economic growth in 2018 and beyond
Cyril Ramaphosa’s policies, introduced in the run-up to the ANC election at the end of 2017, targeted 3% growth in gross domestic product (GDP) by as soon as the end of 2018, with the suggestion that successful policy implementation could see annual economic growth...