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Why I have turned bullish on South African assets
A comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.
‘Lack of maintenance or wear and tear’ gave rise to most of the disputes in several categories of insurance.
Read moreA comparison of current market behaviour with the pivotal 1994 election period points to the potential for a rally in the rand and financial shares.
A potential leftward shift in policy is seen as the biggest risk to SA equities, followed by weak earnings and sticky inflation, according to the BofA survey.
Old Mutual weighs in on how the Budget is likely to affect the country’s credit rating, economic growth, and the capital markets.
The fund offers professional and retail investors access to more attractive parts of the market that do not fall within the fixed-income indices.
Fund managers believe the economy and inflation are heading in the right direction, according to a Bank of America survey.
Any stupid remark or action could lead to a further downgrade in South Africa’s credit rating and higher 10-year government bond yields.
The fallout could be very uncomfortable for equity investors and savers.
Soaring global equities should be seen in the context of the business cycle.
Policyholders and beneficiaries received claims and benefit payments worth R608 billion from South African life insurers in 2021, the highest paid in a single year, according to statistics released by the Association for […]
Jeff Schultz, senior economist at BNP Paribas South Africa, provides the following perspective on the Budget. He discusses: What the ANC hopes the Budget will achieve politically. The outlook for government revenue and […]
In a recent opinion piece, Londa Nxumalo, co-portfolio manager of the Allan Gray Bond Fund, argues that the threat of a downgrade by Moody’s to sub-investment grade is significant and could negatively affect […]
In a recent opinion piece, Londa Nxumalo, co-portfolio manager of the Allan Gray Bond Fund, argues that the threat of a downgrade by Moody’s to sub-investment grade is significant and could negatively affect […]