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The latest Investment Matters articles are listed below.
Current market volatility is causing headline news to scream panic! From the recent sell-off in technology (FANG) stocks to the uncertainty related to the pace of US Fed interest rate tightening, the trade war with China and how Brexit will actually land, there appears to be cause for worry everywhere. But investors should[...]More
Tito Titus Mboweni has been announced as the successor to former Finance Minister Nhlanhla Nene. Mboweni, the nation’s fifth finance minister in less than three years, now faces the challenge of recuperating an economy that’s in recession and will have to hit the ground running. However, he is suited to be South[...]More
WHY WAS THIS A SURPRISE? Economists expected real (after inflation) gross domestic product (GDP) growth to be marginally positive. This is because Stats SA publishes advanced data on several key sectors, which allows economists to calibrate their GDP estimates ahead of the official release. However, it doesn’t release[...]More
On the week of 27 August, the Central Bank of Nigeria (CBN) wrote to MTN stating that they want dividends totalling $10bn to be paid back. These dividends were allegedly illegally repatriated from MTN Nigeria to MTN Head Office over 10 years since 2007. The CBN alleges that the banks which facilitated the repatriation did so[...]More
The year started off on an extremely positive note with an upward surge in global equity markets and positive political change locally. Yet at the halfway mark of 2018, local investors are confronted with very disappointing returns from most asset classes. Naturally, clients are concerned and the following questions are[...]More
BENEFITING FROM A FREE SOUTH AFRICA – Millennials are arguably the most exciting generation in South Africa. The oldest millennials were only born five years after 16 June 1976 and had just entered their teenage years when South Africa achieved freedom in 1994. They will be the first generation in which age-based profiling[...]More