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The EM tide is sure to turn. And when that happens, watch out. It’s time to be fearful on the Rand while First World desk jockeys are greedy.
Those who make a contribution are admired and remembered long after haters and destroyers have faded from public consciousness. There must be a message in that somewhere.
The real Brian Molefe story is surely simpler. Geothe called it “misunderstanding and neglect”. Hanlon goes for “stupidity”. It’s almost certainly a cock up rather than a conspiracy.
Most of this year’s shareholder letter explains how Amazon keeps Day 1 alive. And therein lie pearls for the rest of us.
If you are pondering whether to diversify your South African portfolio with some UK residential property, look beyond locations most visible in the public domain for opportunities.
But undeterred by the IBM setback, the Oracle of Omaha Warren Buffett isn’t abandoning tech stocks.
Healthcare in SA is where modernity meets tradition. Now that long-overdue regulation is looming, friction is growing.
For SA, hostilities will only begin when the second junk rating downgrade hits. So stock up on those rand hedges while you can.
Likely winners? A first stab suggests businesses with communities that coalesce on mobile and those that make or control content to the devices.
If CEO Mark Zuckerberg is only half right in forecasting the big trends – video moving from TV to mobile; people coalescing increasingly into online groups – Facebook shares will become increasingly valuable into the future.