Market & The Economy


Reclaim the State

Many commentators are coming close to consigning President Cyril Ramaphosa to lame duck status. “Just do something”, they cry. One commentator who thinks the President is not only doing something but is succeeding to a large degree is political analyst JP Landman. His recent investment research note, published by Nedbank Private Wealth, provides an interesting perspective we thought we would share with you.

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It’s Time to Get Ruthless, Mr President

You may agree with the observation that currently President Cyril Ramaphosa is in a very tight spot. He needs to create policy certainty and restore investor confidence, but his conflict-ridden party appears to be in a state of paralysis and unable to move forward. Faced with limited room for manoeuvre, growing debt and diminishing options to borrow money, one pattern of thought is that it’s time for him to become a bit ruthless.

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Investing offshore – mind the red tape

When it comes to investing offshore there are now more and more rules to consider and the existing rules are being enforced more strictly and more often. Genuine global diversification relies on legal strategies and greater transparency, which come with lots of red tape. Although the paperwork alone is daunting, the process could take as little as a few weeks if help is at hand to navigate the path smoothly.

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Cash is king. Or is it?

Yes, returns from listed property and equities have been disappointing, but investors thinking of cutting their losses and switching to cash should perhaps remember legendary American investor Howard Marks two rules for investing. Rule one is that most things on markets are cyclical. Rule two is that some of the greatest opportunities for making or losing money come when people forget the first rule.

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When Fear Rules

Now that the dust has finally started to settle, we take stock of what happened last year on Friday 21 September 2018. The day that fear seized the international markets, wiping 18% off the world global index in dollar terms by Christmas Eve. We take a look at what happened and why.

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Five Steps To One Giant Stride: SA 2019

Our country has had more than its fair share of turning points. Ahead of next week’s State of the Nation Address we look at five key steps taken by President Ramaphosa, in an otherwise gloomy 2018, to assess if they’ve laid foundations for a big turning point this year. Will the rapidly approaching general election provide an answer that could just make 2019 a truly momentous year?

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