Market Forces Articles

  • All Access Summit 2018
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    Investment interrupted
    anemptytextlline
    16 November 2018
    Tesla? Bitcoin? Apple? Where should South Africans put their money now that the JSE is mostly moving sideways? Or is there still value on the JSE? Patrice Rassou, portfolio manager of the SIM Top Choice Equity Fund, argues there are bargains to be found locally.
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    Market review: October 2018
    anemptytextlline
    11 November 2018
    World markets faced turbulent times throughout October, with an estimated loss of $2 trillion.
  • Medium Budget 2018
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    2018 Mini Budget
    anemptytextlline
    25 October 2018
    Government’s 2018 Medium Term Budget Policy Statement provides clear links between the medium-term expenditure statement on the one hand and President Ramaphosa’s growth plan on the other hand. But Revenue is the thorn in Treasury’s side and, with government debt on the rise, the risk of a ratings downgrade is back. Arthur Kamp, investment economist at Sanlam Investments, comments on yesterday’s 2018 Mini Budget.
  • Market review: September 2018
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    Market review: September 2018
    anemptytextlline
    9 October 2018
    The US economy enjoyed relief from subdued trade disputes, which served to increase investor optimism. But across the Atlantic Ocean, Salzburg Summit talks between the UK and EU leaders turned sour, and the Pound weakened again against the Dollar.
  • All Access Summit 2018
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    Sifting the fleeting from the fundamentally important
    anemptytextlline
    26 September 2018
    Economic data is released daily and could stir up a cocktail of sometimes confusing signals for investors. But, the truth is, long-term investors focused on the fundamentals only need to watch a handful of economic trends. At this year’s All Access Summit Arthur Kamp, economist at Sanlam Investments, cut through the noise and reminded the audience what’s really important.
  • Market snapshot: August 2018
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    Market review: August 2018
    anemptytextlline
    17 September 2018
    The US economy soared in August, with the markets setting new four year highs. The current 9.5 year long bull market is the longest in history. Not even President Trump’s criticism of the Federal Reserve’s decision to increase rates could keep the dollar down for long… But how did this bode for emerging markets in August?