Finweek - English3 min read
Keep On Keeping It Simple
recently I had a Covid-19-compliant coffee with some investors who’d started investing around ten years ago. We were chatting about stocks, market crashes and the like but then the conversation took an interesting turn. I asked what they believed to
Finweek - English1 min readPolitical Ideologies
“I … Apologise For The Pain And The Hurt And The Indignity And The Damage That Apartheid Has Done.”
Germany said at the COP26 climate talks in Glasgow they will give South Africa €700m to help with phasing out the use of coal. The aim is to mobilise $8.5bn with the World Bank and others to promote developing renewable energy sources in the country.
Finweek - English3 min readInvestments & Securities
Seeking Value In Equities Over The Next Decade
many have asked me about prospects for global equity funds during the next decade. Not an easy But as I have previously pointed out, rather more important is the quality of funds that you invest in rather than the singular performance of the overall
Finweek - English2 min read
A Rise In Buying Interest
established and listed on the JSE in 1996, Netcare is the third-largest private hospital operator by market value in SA. It employs just over 21 000 people, with 51 hospitals, 10 605 registered beds and 422 theatres. Netcare has managed to retain fir
Finweek - English1 min read
On Margin
This issue’s isiZulu word is izinja. Izinja is dogs. The singular is inja. I don’t have izinja or any other pets. I don’t have pets because I don’t want to take care of an animal. I would never, even though my kids want izinja. I get it. But I also k
Finweek - English3 min read
Weighing In Against World Stock Market Challenges
it goes without saying that the current state of the world, both globally and domestically, is pretty troubled, but the good news is the mutual fund industry has fared exceptionally well during the past decade in spite of market turbulence, noise and
Finweek - English4 min read
Focus On The 31-year-old Orbis Global Equity Fund
one of the oldest of its kind available to South African investors, the Orbis Global Equity Fund has been a favourite among them for a considerable period. Domiciled in Bermuda, it has notched up an annualised 11.4% return since inception in 1990 aga
Finweek - English1 min read
Construction Picks Up Pace
BUY SELL HOLD Back in May, I recommended construction firm Raubex as a buy – it has gained about 20% since then. The company released solid results for the six months through 31 August on 8 November. Revenue jumped 52% compared to the same period a y
Finweek - English3 min readFinance & Money Management
Is It Worth Risking A Little More?
in fixed income, the potential for returns – in the form of coupon payments and capital gains – is captured by the bond yield (which is the coupon amount or price). A high yield signifies a high potential return. A high potential return generally com
Finweek - English1 min read
Finweek - English
Acting Editor Jaco Visser Managing Editor Zerelda Esterhuizen Journalists and Contributors Simon Brown, Jacques Claassen, Andrew Duvenage, Johan Fourie, Moxima Gama, Mariam Isa, Schalk Louw, David McKay, Maarten Mittner, Andile Ntingi, Timothy Rangon
Finweek - English4 min read
Rising Input Costs Dampen Good Agricultural Run
despite relatively good prospects for rain for the 2021/2022 season, the local agricultural sector is currently experiencing mixed production conditions. This can, among other things, be ascribed to the enormous disruptions that the world is currentl
Finweek - English4 min readSocial Science
Managing High Staff Turnover In Turbulent Times
it is almost unthinkable that in a country with one of the highest unemployment rates in the world, high staff turnover and the struggle to retain talent is now considered a “ticking time bomb” for companies. A recent salary and wage movement survey
Finweek - English4 min read
How To Build A Climate Change-secure Business
before a global pandemic disrupted our lives, the most pressing worldwide question, from Davos forums to corporate boardrooms, from farmers to politicians, was simple: How do we stop climate change? And as we learn to live with the pandemic, fears ab
Finweek - English2 min read
Choosing Domestic
Inasmuch as domestic investors have been selling local equity funds for several years in favour of offshore and income funds, there is a case to be made for local stocks, most especially in recent times. “The past year has been very rewarding for dif
Finweek - English10 min read
The Metals Rush
among the companies that lined up to bid for Atlantic Nickel, a company that owns the Santa Rita mine in Brazil’s Bahia state, were two car-making firms. Not normally in the mix when it comes to direct, large-scale mining sector merger and acquisitio
Finweek - English2 min read
From The Editor
eras come to an end. During the recent municipal elections, the ANC – dominant in post-apartheid politics – got less than half of South Africans’ vote. The death of former president FW de Klerk is also an end of an era – although his legacy is being
Finweek - English5 min read
Simon’s Stock Tips
Purple Group* (owners of EasyEquities) released much better results than I had expected. The company posted its financial results for the year ended 31 August on 10 November. Headline earnings per share (HEPS) jumped 190% while funded accounts rose t
Finweek - English4 min read
SA’s Housing Quandary
at the height of the electioneering season, politicians usually display the art of bamboozling voters to influence them to write down X next to the names of their political organisations on the ballot papers. On campaign trails, the over-promising an
Finweek - English2 min read
Healthy Results
BUY SELL HOLD Private healthcare group Mediclinic International’s profits more than tripled for the six months through 30 September, almost reaching pre-pandemic levels. Mediclinic, which is based in London and has hospitals in Southern Africa, Europ
Finweek - English6 min read
The A-Z Of Investments
On 1 November, South Africans took to voting stations to cast their votes in the municipal elections. However, the result was not what either the ANC or the DA had hoped for, with 46% of the country having supported the ANC and 22% the DA. This is a
Finweek - English3 min read
SA’s First Locally-built Hybrid Breaks Cover
the 3rd of November 2021 was a big day for Toyota South Africa Motors (TSAM). After almost four years in the making, the locally-produced Toyota Corolla Cross made its debut. As significant is the inclusion of a hybrid petrol-electric powertrain in t
Finweek - English3 min read
SA Gold Miners’ Stark Choice
gold has been mined in South Africa for about 140 years. Now, the maturity of the resource is beginning to show. It’s costly and risky accessing the deeper levels of economic resources, and it requires labour-intensive mining practices. Wage and elec
Finweek - English4 min read
A Truly Impressive Trajectory
in the past, when people thought of Sasfin, they saw us as a trusted stockbroker. But since our establishment in 1890, we have focused on people. This, without any doubt, stems from the entrepreneurial spirit of Sasfin as a business – from Roland Sas
Finweek - English2 min read
Cool Cult City Car
there’s been enduring appeal for the cultish, Italian-bred Fiat 500. And its classic looks, heritage and quirky charm have been retained in the third generation of this iconic city car. It looks much like the original diminutive car introduced 64 yea
Finweek - English4 min read
The Outlook For 2022
this year has provided several fortuitous and much-needed tailwinds for the local economy including a bounce in economic growth both globally and locally as economies around the world opened up after their Covid-19-induced slowdowns and releasing pen
Finweek - English3 min read
Keep Reading, Keep Learning
it took some time to figure out how to start this article. I must admit that it is not easy to write. I remember when I was but a young grasshopper with nothing but dreams in my head and passion in my heart. I remember how I used to buy finweek and r
Finweek - English2 min read
The Great Resignation
Data by the US Bureau of Labor Statistics shows that 4m Americans quit their jobs in July 2021 with a peak in resignations in April. According to this data, there were 10.9m open positions at the end of July. Ian Cook and his team from Visier (a comp
Finweek - English3 min read
Prospects For SA Asset Returns Still Look Rewarding
since last year’s global market crash sparked by Covid-19, most financial markets have recovered strongly, including in South Africa. Many investors justifiably now question the return prospects going forward, and whether these gains can be sustained
Finweek - English3 min read
Taking Calculated Risks
the Denker Sanlam Collective Investments (SCI) Balanced Fund has delivered top-quartile performance over multiple periods since inception. Such consistent performance across market cycles and macro developments is the ideal outcome for investors. But
Finweek - English3 min read
Navigating A World Of Opportunities
investing offshore is an important part of any long-term investment strategy, as it offers diversification beyond the opportunity set available via South African markets. South Africa is a relatively small, open economy with around 330 investable com
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