Could it be different this time?
Not nearly enough credit is given to the financial prudence that has been demonstrated in SA - America sneezes and the rest of the world catches cold, or so the saying goes.
View ArticleASISA stats - investors dip their toes into equities but still favour asset...
Investors cannot afford to overlook offshore diversification - As witnessed during the first quarter of 2010, the second quarter collective investment scheme statistics released by ASISA today further...
View ArticleInflation paves way for further rate cut
Here we go again! - With CPI coming in at 3.7%, the market was surprised yet again by a very good inflation number.
View ArticleInvestec AM launches liquid fund to access African growth
Invest in businesses at valuations that undervalue their exposure to improving African fundamentals - For investors wishing to benefit from the opportunities and growth presented by Africa, yet...
View ArticleAnother Brazil tax - will it work?
This kind of action, at best, slows the pace of appreciation - A mere two weeks after singling out local fixed interest investment and increasing the IOF tax from 2% to 4%, Brazil has surprised the...
View ArticleASISA stats - Investors still don't trust the recovery
So what should investors be doing? - Another noticeable trend illustrated by the ASISA statistics was the complete lack of appetite by South African investors for offshore investment.
View ArticleEmerging markets defy the pessimists, but widely divergent returns will...
Since 2001, emerging markets have more than trebled relative to developed markets - After strong relative performance and massive fund in-flows in 2009, many experts were predicting that emerging...
View ArticleIvory Coast faces severe economic consequences if deadlock is not resolved...
A case of liquidity drying up - Despite threats of unrest in the highly contested election in Ivory Coast, the country's local stock market has held up well, ending the week following the elections...
View ArticleStrong rand still outweighs commodity price gains in December CPI
Today's CPI is a pleasant reminder that markets can get carried away by headlines - Everyone has noticed that global food prices have gone up sharply and that oil is flirting with $100 per barrel and...
View ArticleBudget preview - Gordhan on a tightrope
Since the September Mini Budget, Government revenue has disappointed - All of the big ticket items are going to fall short of the Treasury's mid-term projections.
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