Daily Solutions – 22 February 2018

By Alexander Forbes Investments on Jan 22, 2018 in Industry Updates Market and Economic Commentary Performance The news

JOHANNESBURG – The JSE closed flat on Friday, as local interest-rate-sensitive shares lost ground, but rand hedges ended the day higher. Naspers was the main gainer among the bigger stocks, on the news that Google had concluded a licensing agreement with Chinese internet company Tencent, of which Naspers owns about

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Market Solutions – December: “Goldilocks conditions” remain in early 2018.

By Alexander Forbes Investments on Jan 19, 2018 in Industry Updates Market and Economic Commentary Performance The news

2018 has dawned with what some analysts are calling “Goldilocks conditions”: strong global growth, relatively low inflation, but still easy monetary conditions provided by the major central banks. As a result, risk assets such as equities and emerging market (EM) assets continue to perform well.

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Daily Solutions – 19 January 2018

By Alexander Forbes Investments on Jan 19, 2018 in Industry Updates Market and Economic Commentary Performance The news

JOHANNESBURG – The JSE closed a little higher on Thursday, as retailers and banks rallied on the Reserve Bank’s decision to keep the repo rate on hold at 6.75%. The tone of speech by Bank governor Lesetja Kganyago was more dovish than that following the previous meeting in November. Property stocks were the biggest losers on the day, with investors in the sector describing the Bank’s decision as disappointing. “With the improvements in the currency and stability of the consumer inflation rate within the Reserve Bank’s own target range, the time is right for a rate cut to stimulate the economy and property market,” said Seeff Property group head Samuel Seeff.

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Ramaphosa’s new deal is incomplete – here’s how to improve it

By Alexander Forbes Investments on Dec 20, 2017 in Industry Updates Market and Economic Commentary Performance The news

The African National Congress (ANC) president elect, Cyril Ramaphosa, and his team, have their jobs well cut out to restore confidence and boost investment in the economy.

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