News

23
Hi AllLocal events of the recent past are well known to all of us. We saw what happened and know how we feel about it. What matters is where we go fro...

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23
Hi AllThank goodness the Winter solstice is behind us. Days will steadily get longer and nights shorter. Soon Spring will be here again. In the meanti...

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25
Hi AllIn chatting to some friends during the month I mentioned this will be my most positive letter as regards SA Inc. in quite a while. Which is sayi...

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23
Hi AllAnyone who has already seen their quarterly statements for end March will have noticed some outsized 1 year returns. As much as these are impres...

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29
Hi AllI have just returned from a short break in Capetown so please excuse the slight lateness of this month’s letter. Also, not to cop out but there ...

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25
Hi AllVaccines are being distributed across the globe with varying levels of success. The US and Britain seem to be faring the best so far, with milli...

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25
Hi AllWelcome to the first letter of 2021. I hope it is a good year for everyone. The JSE has made a brisk start to the year, up over 7% to date. This...

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26
Hi AllIt’s hard to believe there is only a month to Christmas and this is our last letter for the year. How it has flown, with most of us accomplishin...

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22
Hi AllThere seems to be a subtle change in the local stockmarket lately. I have seen it referred to as a cyclical rotation. It has only been visible f...

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23
Hi AllFresh lockdown restrictions and resultant concerns about world economic recovery are with us. Spikes in Coronavirus case counts in many parts of...

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