Last month South Africans were shocked to learn of a 51% quarter-on-quarter gross domestic product (GDP) decline. Whether you cite this number, or use the annualised figure of a 17% decline in GDP between Q2 in 2020 and 2019, the fact remains that South Africa Inc is struggling. Uncertainty remains high and confidence remains low. In the near term, we wait on tenterhooks for...
SA’s contracting economy
With projections of between a -6% to -16% economic contraction being proposed, CE Dr Adrian Saville gives his view. https://youtu.be/OjuA9mYUT_o
The impact of lockdown
“Regulations run the risk of contorting the economy… my bigger worry is the entire machine is broken” - CE Dr Adrian Saville read more
Volatility is a certainty
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...
The hunt for investment returns
Watch CE Dr Adrian Saville on Business Day TV discussing where to find value in uncertain times https://youtu.be/SREoiFVCG0A
Which companies will wear it better?
“Five weeks of lockdown will have a dramatic impact on clothing retailers’ earnings” - CE Dr Adrian Saville read more
Why Successful Investors Avoid Gambling
Invest Analyst Tlotliso Phakisi on the three key risks of investing in a single share. read more
Why successful investors avoid gambling
One of the most famous poker games ever recorded took place at the 2008 World Series of Poker, where Motoyuki Mabuchi, completely confident in the winning prospects of his rare four aces, went all-in, betting all his remaining chips against opponent Justin Phillips....
SA’s stimulus plans
“We’ve stepped into a massive economic hole… We really are scratching at the margin of the stimulus that is needed” CE Dr Adrian Saville read more
What can the IMF do to steady SA?
CE Dr Adrian Saville talks to Business Day TV about what approaching the IMF could entail read more
SA’s tough path post-COVID
“Eskom’s financial challenges will have been amplified as revenue will have fallen and load-shedding will remain a reality” - CE Dr Adrian Saville read more
The downgrade and your investments
Government made all the right noises about addressing the rating agencies’ concerns… but ultimately failed to give any evidence read more
Realities and silver linings
“The imperative is now on us”: CE Dr Adrian Saville speaks about the realities and potential silver lining for South Africa which might follow the COVID-19 crisis listen up