Discontent of all kinds simmers just below the surface, indicative that the nation’s managers aren’t quite managing to stay on […]
Category: Insights
Economic Thoughts: The World has gone Quiet
Just a few weeks ago (in September), American equity markets experienced a sickening fall (reading too much into US & […]
Economic Thoughts: The Zuma era Reinterpreted
In our never-ending quest to understand our times and be better prepared for what might still be coming, if at […]
Economic Thoughts: Storm Season Progressing Well
Things could have been a whole lot worse, thinking October 1929, 1987, 2008. But they are not. We aren’t on […]
Why you should take notice of these cement shares
Africa has a deep infrastructure deficit for which it will need cement. On this episode of the MoneyMakers with Bruce […]
Finding value in SA’s listed property sector
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Economic Thoughts: Rejigging Chinese assumptions
There is a deep anxiety about China that may be wildly overdone. China’s financial markets, to put it mildly, […]
Economic Thoughts: The Big SA job disrupters
We tend to think of global shocks & their recession consequences, and excessive domestic wage demands inviting businesses to hold […]
Economic Thoughts: SARB rate hikes & consumers
It is a serious question: how badly does a SARB interest rate hike hit our SA households? Impacting disposable income. […]
Economic Thoughts: SA Industry Line-Up Update
The 3Q15 keeps shaping poorly, but it isn’t all gloom & doom. Mining in Aug15 was +3.8% yoy but […]