Did Sasol sell its potential for growth? – The Sunday Times – Business
Sasol, which flirted with disaster in March last year when its share price went into free-fall amid a global oil price collapse and concerns about spiralling debt, is back in calmer waters. By Nick Wilson with comments by Abdul Davids – portfolio manager at Kagiso Asset Management.
Bidcorp upbeat on markets recovery – Business Day
Confident of a rebound in key markets, Bidcorp, the global food services company spun off from Bidvest in 2016, held on to its interim dividend even though a good start to its half-year was derailed by another wave of Covid-19 infections. By Karl Gernetzky with insights from Mohamed Mitha – investment analyst at Kagiso Asset […]
A new ‘commodity supercycle’ is lifting the JSE – Daily Maverick
The likes of JP Morgan and Goldman Sachs are calling the start of a new global commodity supercycle. Does that mean boom times for South African resource stocks? By Sasha Planting with commentary by Abdul Davids – portfolio manager at Kagiso Asset Management.
Raging Bull Awards 2021 – all the winners! – Money Marketing
The Raging Bull Awards 2021 took place on the evening of the 2nd February. Up for grabs were 30 certificates for the best funds in their categories and eight Raging Bull trophies for the top-performing funds for performance to the end of 2020, with the highlights being the Offshore Manager of the Year and the […]
