Snippet 2020 – 31

Economics The current economic stats are old news: consumer confidence the lowest in 15 years; the BCI consumer confidence is up, but still negative, and so on. Interestingly and unexpectedly our JSE is up to pre-lockdown levels. Why? Essentially because the large...

Snippet 2020 – 30

Economy Last year’ s downgrade of SA Inc has led to R54bn in stocks being offloaded by foreigners. For the past 30 years, emerging markets have provided diversification opportunities for global equity investors. South Africa is listed on the MSCI index which tracks...

Snippet 2020 – 29

Economy Investing in South African infrastructure: I recall having been repeatedly over the past 10 years, told by those who govern us, that the state will invest in infrastructure. Factually, fixed investment in South Africa, has grown by a mere 0.2% since 2009 ....

Snippet 2020 – 28

Economy Restive: the volk is becoming restive – the economic damage (it’s about the economy, stupid!) wrought by the junta-imposed lockdown, is becoming such that folk are openly ridiculing, indeed disobeying, those that govern us. Examples of this abound and are not...

Snippet 2020 – 27

Economics South Africa is reportedly in the 80th month of a weakening economic cycle, of which only the last three can fairly be attributed to CV 19. Self-made? Certainly. I was intrigued to hear a political commentator decline naming Zimbabwe as a failed state,...