BizNews Global Investing

Will 2014 be a disaster for the “Fragile Five” emerging markets, including SA?

6th February 20144th December 2013

There is a lot of pessimism in the air around emerging markets (EMs). With Fed tapering widely anticipated to begin early next year, observers worry that EMs will take a big hit as the flow of easy money dries up. Further, there are worries about deeper structural problems in EMs. In particular, observers are worried … Read more

Barisheff explains why $10 000 gold price “inevitable” – consequences of QE only part of reason

6th February 201418th November 2013

Having spent my career and most of my life in the City of Gold, it’s no wonder the yellow metal has retained its fascination for me. This was almost ordained. In January 1980, my first month as a trainee financial reporter at Johannesburg newspaper The Citizen, the gold price hit a record $850 – a … Read more

Amazon vs Walmart: The battle to control the future of retailing

6th February 201414th November 2013

The face of retail is changing fast, and perhaps fastest of all in the United States, the birthplace of the internet and of e-tailing. Amazon has so far dominated the online retailing game, but low-cast retailer Walmart has decided that the time has come to get serious about online, and the stage is set for … Read more

What is Twitter stock really worth? Getting past the hype and to the facts with Wharton Business School

6th February 20148th November 2013

The newly listed Twitter has had an exciting first day out on the market. The Twitter IPO was priced at $26 a share, but opened at over $45 on the New York Stock Exchange on Thursday. After a volatile day of trading, the share closed at $44.90 – an impressive performance overall. But what is … Read more

BRIC country hype is more that proof economic growth rates can’t predict market returns – SA asset manager

6th February 20142nd November 2013

Who are these people who invest with the herd, buying shares when it is time to sell and selling when it is the best time to buy? It is people who are politically and socially correct when it comes to their investment portfolio and who are hypnotised by economic growth. That certainly seems to have … Read more