September 27, 2022

The Eurozone's Low Growth And Lower Rates Will Reach Into 2020

Considering there's no rebound in sight in external demand, economic weakness in the eurozone is now set to extend in...
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September 27, 2022

Following in the footsteps of Brazil

Brazil has many of the same attributes as South Africa: both rank poorly on global corruption perception indices; bot...
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September 27, 2022

A hawkish cut and a dovish hold

Last week, the two most important central banks for local investors held monetary policy meetings. The US Federal Res...
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September 27, 2022

Shifts in sentiment create opportunities for countercyclical investors

Large moves in sentiment that drive broad-based changes in investor behaviour pose risks as well as opportunities. Wh...
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September 27, 2022

What the unbundling of Naspers means for benchmarks and investors

The listing of Prosus, the new company that holds the international online assets of South African media group Nasper...
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September 27, 2022

Momentum Investments comments on Saudi oil attacks

During its peak, SA imported as much as 35% of its oil from Iran, but after pressure emanating from the United States...
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