30
Sep
2021
China – An opportunity among growing uncertainty?
Over the last year, Chinese equities have been battered after the Chinese government, directed by the Chinese Communist Party (CCP), stepped up regulatory interventions across the ...
31
Aug
2021
The Race to Space
Late in 2020, NASA led the establishment of what is known as the Artemis Accords. The intention here is to lay the groundwork for global agreement on what countries are allowed to do ...
31
Jul
2021
Naspers and Prosus – The Discount, Deal and Debate
Recently, Prosus shareholders announced that they had approved a deal with their parent company, Naspers, to effectively change the group’s financial structure. The hope is that the new ...
30
Apr
2021
Make Eskom Great Again
In 2001, Eskom was named as the global power company of the year at the Global Energy Awards hosted by the Financial Times in New York. The utility was commended for its technological ...
28
Feb
2021
The Impact of REIT structures on Listed Property Investing
Listed property was the top performing local asset class over a period of 15 years from 2002 through to the end of 2017, outperforming the broader equity market by 5% per year over that ...
31
Jan
2021
The story of GameStop, democratic investing and being caught by the mob
This is a story about what the frenzy of crowds can do when sufficiently organized and have little to lose. In January 2021, GameStop shares soared almost 2500%, or 25x your initial ...
31
Dec
2020
Finding the road to recovery
Who would have thought that 2020 would be a strong year for investors? In the depths of the COVID panic the term ‘depression’ was bandied about by many, a reset of the financial system ...
30
Nov
2020
Antitrust – the ‘Big Tech’ Debate
Over the past decade as we have shifted into the digital economy, technology has become more ingrained in our everyday life and as consumers, we have become more reliant on technology ...
31
Oct
2020
Cautionary Tales of Offshore Investing
South African businesses have a strong history of successfully expanding their operations offshore and becoming well renowned global businesses. This has been done to access growth ...
30
Sep
2020
Failing to Succeed
For many investors keeping track of their portfolios is an anxious pursuit. Markets seem to behave in a non-sensical way at times, with any manner of factors causing anguish. Inflation ...