SA economy is an Uno trying to be a Ferrari
September 22, 2021
Dr Thabi Leoka, founder of economic consulting and advisory company Naha Investments South Africa is in urgent need of implementing the economic reform policies it has promised to do, but failed to deliver on, to…
Promising future ahead of the SA travel and hospitality sector – the worst is over
September 21, 2021
Sun International CEO, Anthony Leeming, shares his insights on the post-pandemic future of the SA tourism industry In early 2020 leaders in the tourism and hospitality sector were faced with unprecedented turmoil in the form…
Investec Volatility has characterised the global investment landscape since COVID-19 first emerged in early 2020. This global uncertainty heaped additional pressure on local investor returns amid weak domestic fundamentals and legacy structural impediments to economic…
Key Takeaways: M&G plc raises shareholding in Prudential to 50.12% Prudential to change its name to M&G Investments Prudential reaches B-BBEE Level-1 Status We are very pleased to report that, following our announcement in March…
The Growth and Inflation Argument Continues
September 13, 2021
When it comes to questions about inflation, growth, and the impacts of vaccination on global economies, many of us are asking: what’s next? Will economies continue on their current growth trajectories? Will inflation remain transitory…
Imperial shareholders should vote with care
September 10, 2021
PSG Fund Manager, Justin Floor We have long argued that certain domestic companies offer exceptional value, with valuations having been decimated by overly negative market sentiment. Imperial Logistics is one such company trading far below…
Sanlam reports strong 2021 interim results
September 9, 2021
Sanlam today reported strong interim financial results for the six months ended 30 June 2021. The performance reflected the strength of each of the Group’s businesses and underlined the Group’s continued commitment to its stakeholders,…
Flippers and Floppers: Emerging Markets Q4 outlook
September 8, 2021
Jeff Schultz, Senior Economist, BNP Paribas South Africa KEY MESSAGES In emerging markets, we see policy ‘flippers’ and ‘floppers’. In most of the West (Latam and CEEMEA), robust recovery has come with higher inflation, forcing central…
