OMBA’s stockpicker Sean Ashton on Wall Street’s Top Ten – and investing’s big themes
OMBA’s Sean Ashton reminds us the 10 stocks which have delivered all of Wall Street’s 2023 performance have still not recovered.
OMBA’s Sean Ashton reminds us the 10 stocks which have delivered all of Wall Street’s 2023 performance have still not recovered.
The SARB raised alarm bells that there is a growing reluctance from domestic investors to continue absorbing government issuance.Â
SA Finance Minister Enoch Godongwana has discarded the introduction of a new fiscal anchor in the budget framework – to contain rising debt.
We need something that can unite our thinking and drive a new social and commercial zeitgeist. Something from Austria.
Although the political head gets all the media’s attention on Budget Day, the true architect of the country’s annual bookkeeping exercise books is the Director General of National Treasury.
Azar Jammine thinks the incredibly far-reaching Cabinet reshuffle suggests that President Zuma has replaced all his opponents within the Cabinet with persons likely to reciprocate his patronage.
Finance Minister Pravin Gordhan presented an optimistic vision for the future despite warning that the National Treasury has to be careful about budget allocations going forward and will have to work with less money for government to play with.
The ratings agencies, led by S&P, remain on course for a downgrade to junk, probably at the end of the 2016.
One of South Africa’s leading money managers, Coronation Fund Managers, this afternoon broke ranks with the muted response from the business sector by weighing in with a damning assessment of Jacob Zuma’s Presidency.
Allowing financially illiterate President Jacob Zuma to impose his ideas on South Africa’s fiscal policy is akin to handing a practicing alcoholic keys to the booze cabinet.