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Never let a good crisis go to waste

In this Issue: Asset Prices Get Distorted – providing unique opportunities Buy Old Mutual as CEO spat affects investor sentiment Structured Products deliver returns in uncertain times Finova Investor Digest

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Bidcorp rally runs out of steam

In this Issue:  Bidcorp rally runs out of steam Featured Offshore Structured Products – 100% downside protection The Week Ahead Other Economic data releases of interest Investors Digest – View

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Take profit on Telkom today!

In this Issue: Take profit on Telkom today! Buy Discovery as it bounces from Support The Week Ahead Other Economic data releases of interest Investors Weekly Digest – Statistical Data

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Investors aren’t panicking, Yet.

Investors have been banking profits and positioning their portfolios for an escalation in the “Trade War”. Panic and fear haven’t gripped the market gauging by the increase in the VIX

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Sasol enters Buying Territory

Globally shares are deep in correction territory, offering patient investors opportunities to deliver returns in tough market.  Sasol has corrected almost 30% from its September high to below R420 on

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The JSE enters bear territory

When the market opens today it will officially be in a bear market as the JSE extends the recent sell-off on overnight weakness offshore. Most of this sell-off has been

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International Snapshot

Emerging Markets go from Cheap to Cheaper Currencies from emerging markets are losing ground against the majors, giving international investors more “bang for their buck”. The latest bout of weakness

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Emerging Markets still at the mercy of Trump

President Trump has pushed forward with additional rhetoric about bigger tariffs against China. And even changing significant legislation to block Chinese investment into “key” sectors for economic and national security. 

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Q1 GDP decline surprises market

Q1 GDP coming out at -2.2%, the worst since Q1 2009, reflects that the Ramaphoria optimism has not resulted in any tangible results and likely kept investors complacent.     The

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The Great JSE Reset

The market sold off strongly last week Wednesday, but only for the morning. This was an opportunity for the market to reset, find a bottom and allow buyers with fresh

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The market likes “The Cyril Shuffle”

President Ramaphosa announced a late-night cabinet reshuffle that has seen some key Ministry replacements, notably the return of Nhlanhla Nene to the finance ministry and Pravin Gordhan as Public Enterprises

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