The Quarter Ending 31 August 2018

The Quarter Ending 31 August 2018

The quarter ending 31 August 2018 has unfortunately seen a very negative state of affairs developing, predominantly as a result of politics and the decision by the ANC to forge ahead with land expropriation without compensation. This has caused significant uncertainty...
The Quarter Ending 31 May 2018

The Quarter Ending 31 May 2018

This period has been volatile, both globally and locally, as a result of the significant geopolitical tensions prevailing predominantly under the Trump administration. The effect that Trump’s presidency has on daily volatility is unprecedented and his seemingly...
The Quarter Ending 28 February 2018

The Quarter Ending 28 February 2018

The big story of the year was the election of Cyril Ramaphosa as the leader of the ANC in the National Elective Conference in December 2017. The victory of Cyril Ramaphosa in the Presidential race has been met with positivity, both abroad and domestically, which has...
The Quarter Ending 30 November 2017

The Quarter Ending 30 November 2017

This quarter has seen the South African Johannesburg Stock Exchange recover despite the continued local political turbulence. During this period, we have not only seen the Rand Hedge stocks benefit from recent rand weakness, but also some of our favourite South...
The Quarter Ending 31 August 2018

The Quarter Ending 31st August 2017

The quarter ending 31st August 2017 has seen a recovery in the South African All Share Index and this is despite the local political turbulence. During this period, we have seen some of our shares recover even in this low growth environment. As a result of the ANC...
The Quarter Ending 31 May 2018

The Quarter Ending 31st May 2017

The quarter ending 31st May 2017 has seen a recovery in the overall All Share Index, despite the negative head winds caused by Jacob Zuma’s tenure as President. This has resulted in local confidence, as well as International confidence diminishing and has created a...

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