In this Issue: Bargain at over 30% discount Globally, investor sentiment is at a low, investors on the JSE are no different. They are faced with the same issues and risks as global investors but with the added risks locally. It’s not easy being optimistic enough to deploy...
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In this Issue: Here’s why this unbundling is great for SA Investors Prosus will be the third largest company listed on the Euronext Amsterdam You need to own Naspers on 12 September (Ex-div date) to qualify for Prosus shares or additional Naspers shares. For a lot of investors,...
In this Issue: Investors are bearish and pessimism is high Emotions affect returns Following on from last week’s article where I quoted Sir John Templeton as saying “tell me where there is the most pessimism and I will tell you where to invest”. That describes global equity markets now...
Last week saw a strong bounce following Zuma’s ‘sudden’ resignation after re-iterating he “hasn’t found someone that can tell him what he has done wrong”. Traders started to take profit on Friday, which will see the markets trend lower before the budget speech this week. This sell...