Sweet spot for Africa PE is in smaller deals
Nick Tims explains that as African private equity markets evolve, the ‘sweet spot’ is to be found at the smaller end of the deal size spectrum.
Investec Asset Management
Michael Power: Global stock market tanking is rational, overdue
They don’t come much better than Michael Power, Investec Asset Management’s global strategist, who concludes the stock market’s latest selloff is rational.
Mr Market goes all pessimistic on the Rand – but that’s no reason to justify his erratic behaviour
Vigorous, respectful debate is stimulating. And that’s what we got in this interview with Investec Asset Management’s Peter Kent who follows the party line on currencies – which is why desk jockeys in London and New York are apparently targeting Emerging Nations, including SA. It’s not fair, I countered, but then again neither is life. … Read more
So you think the Rand can only get weaker? Think again.
Adrian Saville and his team at Cannon Asset Managers are used to making waves. Theirs is a culture of questioning, thinking independently and deep research. With a hefty dose of rationality thrown into the pot. So it’s not surprising that Adrian’s colleague Andrew Newell would feel compelled to share views that fly in the face … Read more