11 November 2020: In a speech marking the 40th anniversary of her accession, Queen Elizabeth said, “1992 is not a year on which I shall look back with undiluted pleasure. In the words of one of my more sympathetic correspondents, it has turned out to be an annus horribilis.” By gilded standards, it had been a horrible year for Britain’s royal family, with a fire at Windsor...
The Investment case for Aspen.
CE Dr Adrian Saville discusses the environment and investment case for the pharma giant. https://youtu.be/4-vUW48g6fM
Why SA’s 51% GDP contraction is no big deal
Whichever way you slice the statistics, South Africa Inc is in deep, deep trouble. read more
GDP, Lies, Damned Lies and Statistics
CE Dr Adrian Saville focuses on the horrific headline figure of minus 50% GDP contraction in the second quarter for South Africa. https://youtu.be/BAOp_tCozXM
Eskom gets tough on Municipal debt
Eskom is clamping down on municipalities that owe the power utility billions of rand. read more
A repo rate cut no more than a Band-Aid
SA’s cash-strapped consumers would look to the SARB for a further easing or maintenance of monetary policy. read more
Historic collapse in GDP ups the ante
South Africa’s economy has grown in only three of the ten quarters that Ramaphosa has been president, highlighting the local economy’s structural weakness and emphasising that COVID-19 might be the catalyst of “second quarter economic collapse”, but it is not the...
Historic collapse in GDP ups the ante
All eyes will be watching to see how the latest GDP figures impact the MPC’s interest rate decision next week, as well as eagerly awaiting the upcoming October MTBPS. read more
SA’s GDP falls 51%
CE Dr Adrian Saville talks to SAFM Radio about SA’s 51% fall in GDP, and where to from here. listen up
Making “cents” of the rand
CE Dr Adrian Saville tackles the issue many of us are grappling with when it comes to “making cents of the rand.” https://youtu.be/EDTx2wI0IBc
How load shedding is affecting SA
CE Dr Adrian Saville talks to Bruce Whitfield about how load shedding is affecting the economy. listen up
Is South Africa the Next Venezuela?
CE Dr Adrian Saville answers this burning question with Bronwyn Nielsen https://youtu.be/RBXI4KnmO30
Warren Buffett: his career and contribution
CE Dr Adrian Saville talks to Classic FM 1027 on the anniversary of Warren Buffett’s 90th birthday, looking back on his life’s work. Cannon Asset Managers · Warren Buffett: career and contribution