Corospondent April 2015
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Despite a contracting opportunity set, we continue to find selected opportunities that we believe will deliver reasonable outcomes for the patient investor.
Why waiting for the ‘fat pitch’ in investments is so important.
Twelve years on, is the JSE’s shareholder weighted index (SWIX) still relevant?
We believe the integrated furniture retailer is well-positioned for an exciting few years ahead.
Household spending remains critical to growth. Can consumers jumpstart the South African economy?
External factors weighed heavily on the bond market and the economy, raising the prospect of changes in monetary policy.
The equity market is becoming increasingly dislocated. The market is prepared to pay any price for good businesses with good prospects.
Although short-term prospects appear good for the global economy, significant challenges await in the medium term.
The economics of a successful asset management franchise are among the most attractive of any business.
In Russian retailing, the strong continue to get stronger.
Predicting the politics of a country is often pure luck. Sticking to fundamental valuation principles in analysing investments has a far better track record.