Narrowing in on Naspers

Naspers has for long been one of the biggest drivers of investors returns as it was the largest company on the index and one of the best performing. We have seen the Naspers share price go from an initial listing price of R47.50 to gaining momentum and being priced...

Have we been here before?

Could our current status quo be déjà vu? Have we been here before? The answer is no. Since the formation of our democracy, we have not seen violence, looting and riots of this nature. While it’s impossible to comprehend and rationalise what we are going through as...

Do fundamentals still matter? by ALLAN GRAY, Rory Kutisker-Jacobson

There is an increasingly wide disconnect between the economic reality on the ground and the valuations reflected in some asset classes globally, begging the question – do fundamentals still matter? Rory Kutisker-Jacobson discusses the disparities, risks and...

Celebrating Strength and Resilience

August is Women’s month in South Africa Women’s day was marked by a public holiday on Monday the 10th of August.  We celebrate the strength and resilience of women such as Lilian Ngoyi, Sophia Williams, Rahima Moosa, and Helen Joseph who led the famous March in 1956...

Prescribed Assets –  State of the SA Economy – Nationalisation

Why we do not need to panic! Prescribed assets, the state of the South African economy and noise around nationalisation have all been hot topics over the past few months.  With so much information out there it can be quite overwhelming.  We came across three great...