Options amid the rubble – Financial Mail
There were some surprising names among the stocks that slunk to new 12-month lows this week. One might have thought that pretty much all the bad news was already priced in at cement maker PPC, food counter RCL and packaging stalwart Nampak. Not quite, it seems. Written by Marc Hassenfuss.
Platinums new sweeter spot elicits multiplicity of optimist analyst views – Mining Weekly
The new sweeter spot that platinum group metals (PGMs) has entered drew a multiplicity of mainly optimistic viewpoints from analysts attending the virtual PGM Industry Day. Chaired by business development manager Rand Merchant Bank Henk de Hoop, the viewpoints were provided by Standard Chartered Bank executive director precious metals research Suki Cooper, Prudential portfolio manager […]
Conditions are ripe for investors taking a contrarian approach – Business Day
It’s time to diversify with a strategy that swims against the prevailing market tide. Not many fund managers call themselves value managers any more, other than a few diehards such as John Biccard at Ninety One, where his franchise has a place as one of the more exotic dishes — a hot vindaloo perhaps — […]
Huge divergences in share prices mean you need to know your manager – Business Live
Where the market is overly optimistic returns are borrowed from the future while areas where there is pessimism can deliver good future returns. By Laura du Preez with commentary from Gavin Wood – CIO for Kagiso Asset Management.
