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So far kaRi has created 100 blog entries.

Comment by Atiyyah Vawda on Mr Price Groups’ results

Read Atiyyah Vawda, retail analyst at Avior Capital Markets' comments on the recent results released by Mr Price Group here. Mr Price released their set of results this week — reporting the group's first earnings decrease in 16 years. For the year ended April 1, diluted headline earnings per share fell 10.4% from the [...]

2018-10-11T10:42:47+00:00 June 4th, 2017|Retail|

FM Top Analyst Awards 2016

The Financial Mail' annual Top Analyst Awards took place on Wednesday. Celebrating outstanding excellence in the financial industry, Avior Capital Markets again showed a stellar performance. Avior as a company moved up one position and is now rated 5th overall for Research Firms in South Africa (3rd on an un-weighted basis). Peers ranked against included [...]

2016-05-27T10:18:36+00:00 May 27th, 2016|Uncategorized|

Economic Thoughts: Post-Traumatic Global Stress

You had to live through 2007-2009 to understand financial failure left many people around the world traumatized. Coming back was never going to be easy. And it hasn't been. The second and third round of resulting traumatizing events are only now playing out. And there are many who still fear far worse to come. To [...]

2018-05-27T17:08:16+00:00 January 28th, 2016|Economics|

Economic Thoughts: Central banks gearing up

The moment to get hawkish never materialised globally. Instead, the doves have seemingly right of way. The Fed may have started liftoff last month, but events since then have taken the world rather in a different direction in a matter of weeks. Central banks will first try soothing words (Carney last week, Draghi this week) [...]

2018-05-27T17:08:16+00:00 January 22nd, 2016|Economics|

Economic Thoughts: Birth Pangs 2016

The year wasn't supposed to start like this. One darn thing after another. Not so much crisis stations as having to manage the unexpected, with fallout of course registering in Rand and JSE stock market.   The Big Thing, feared for well over a year, didn't turn out to be the Fed. It managed liftoff [...]

2018-05-27T17:08:16+00:00 January 20th, 2016|Economics|

Economic Thoughts: Challenging 2016 Risks

For a while it looked as if the Fed was going to be our main 2016 risk (and Zuma our main headache). How quickly things change (and doubtlessly will keep shifting). What will be our main disrupters in 2016?   We are now being devoured by devastating drought, Chinese equity and currency market instability are [...]

2018-05-27T17:08:16+00:00 January 8th, 2016|Economics|

Economic Thoughts: The contrarian windfall Funk

I don't know about you, but I am getting ready for my next fix. Prof De Kiewiet after decades of much study & contemplation promised us years ago (1946) that SA progresses by way of political disaster and economic windfalls. We have had our fair share of political disasters (serially in recent years), and the [...]

2018-05-27T17:08:16+00:00 January 7th, 2016|Economics|

Economic Thoughts: Warren Buffett Upside Down

Warren Buffett is known for many sayings, having a worldwide following as the world’s most successful serial investor. One pays attention when Warren says “only when the tide goes out, do you discover who's been swimming naked”. In other words, when times turn poor, and interest rates rise, we can see who in good times [...]

2016-01-06T07:23:40+00:00 January 6th, 2016|Economics|

Economic Thoughts: Thinking about the Rand

What is top of mind when thinking about Rand prospects, near term and far? It isn't all daily randomness. There is structure, some of it obvious, some of it requiring more digging, giving us a better probability of getting the levels right where the Rand may be residing over time. Even if we cannot pin [...]

2018-05-27T17:08:16+00:00 January 5th, 2016|Economics|

Economic Thoughts: The main 2016 surprise?

So what is the most likely major 2016 bet turning out different? It is probably not the deepening SA drought condition whose full force is yet to show itself. Or the Zuma policy-factor undermining business confidence and laying low SA growth. Or Chinese repositioning, the commodity supercycle bust, or the Saudi, Russian, Iranian & frackers [...]

2016-01-04T07:31:25+00:00 January 4th, 2016|Uncategorized|