News & Opinions
Persistent weakness in our economy is cause for concern and many investors are likely to become tired of being told to be patient, look to the long term, remain cool, calm and collected. So, what should investors make of all this? We take a look at what’s going on behind all the daunting headlines.
The rise in populism in our country, reflected in the EFF-driven land expropriation without compensation and Reserve Bank nationalisation agenda, is uncharacteristic to South Africa. Populism, however, is surging globally, particularly in the Western world. Much has been written about this and we recently came across a graphic representation, which has helped us to better understand why this is happening.
Followers of Radical Economic Transformation in South Africa may be interested to learn more about what is happening in Ireland. We’ve recently returned from Ireland where we witnessed radical economic transformation in action from a completely different angle.
Some investors might find it interesting that South Africa has been one of the world’s best performing stock markets for nearly 100 years, despite underperforming inflation for the last three years. So, what makes us so special, and could we realistically expect this to continue? Picking up from a recent article by Fundhouse, we look at some of the opportunities and what needs to happen to realise South Africa’s potential.
We are currently witnessing how government’s “land expropriation without compensation” policy is provoking intense hopes and fears amongst many South Africans – hopes and fears that we suspect are fueled primarily by media reports. The following piece, by global fund research company Fundhouse, sets out the issues for investors.
So, what can we learn from the first Quarter of 2018? South Africa’s economic prospects have certainly brightened, but global markets have been volatile, creating a degree of uncertainty for investors with portfolios exposed to them. However, financial plans should be amended in response to changes in your personal circumstances, but not in response to changes on financial markets.
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