Budget 2023 Highlights By Michael Kruger, Senior Investment Analyst and Shane Packman, Senior Associate Investment Analyst, Morningstar Investment Management South Africa On 22 February 2023, Finance Minister Enoch Godongwana delivered the annual budget speech,...
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...
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...
South African news sites have been flooded and we have had numerous enquiries following the Circular released by the South African Reserve Bank (SARB) which indicates that all locally listed Exchange Traded Funds (ETF’s) that mainly invest into offshore investment...
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...
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...
