The world is changing fast and to keep up you need local knowledge with global context.
WORLDVIEW: Peter Principle takes no prisoners – SA’s pennies starting to drop
It can take time for Peter Principle pennies to drop. They always do. Eventually.
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WORLDVIEW: One man behind SA’s banking scandal. A fellow called Jason Katz.
This bad apple and a handful of associates in Johannesburg doesn’t make the entire SA banking system corrupt. And certainly isn’t grounds to award the Guptas a banking licence in the name of “promoting competition”.
WORLDVIEW: Big decisions for SA as major US/China confrontation looms
Big decisions loom for South Africa in an increasingly uncertain world, which is set for a major United States and China confrontation.
WORLDVIEW: Having a New Look at one of our SA portfolio’s cornerstones
Alec Hogg just loves stocks that reward patience. Because there seems to be so little of it in this speeded up world we live in.
WORLDVIEW: Why foreign investors are sticking around in SA
Without foreign capital, SA’s open and growth dependent economy will soon implode. A harsh reality which the Apartheid government learnt in the late 1980s.
WORLDVIEW: Banks gone from Zuma’s SONA hero to zero in 12 months. Ask the Guptas.
What a difference twelve months can make – as we were reminded during South African President Jacob Zuma’s State of the Nation address last week.
WORLDVIEW: Zuma’s SONA threatens Mandela’s Rainbow Nation. But won’t destroy it.
Last night President Jacob Zuma launched another big gamble, this time threatening to extract the heart of Mandela’s Rainbow Nation.
WORLDVIEW: Tips from the top – two stocks that are “phenomenally” cheap
The Schroders team has been aggressively accumulating shares in Apple and IBM in anticipation of a substantial re-rating. Partly because they will be re-assessed as the swing back to value investing gathers momentum.
WORLDVIEW: Ahead of SONA address – investment advice from Rudyard Kipling
If another Nenegate is visited upon us tomorrow, investors should see it as an opportunity. And take some advice from British Nobel laureate Rudyard Kipling’s timeless poem.
WORLDVIEW: Important life lessons flowing from the news of two who passed on
Relationships tend to hit rocky patches every now and then. But they are often opportunities to re-engage.