Quantitative easing by central banks initially caused unprecedented windfalls that gave savers a false sense of financial well-being.
Central bankers worldwide have emphasised the importance of bringing down runaway inflation by hiking interest rates and using other measures even if it means slowing ...
“Russia-Ukraine conflict is increasing global uncertainty and disruption, further exacerbating inflationary pressures on supply chains, impacting consumer consumption ...
The end of the bear market in developed market bonds is in sight.
Opinion: For the first time in many years I have turned very bullish on Naspers and Prosus. Prominent commentators and fund managers have accused Prosus and Naspers’s ...
Opinion: The drawdown in China is even more astounding when it is compared to the MSCI Emerging Markets Index’s -3. 3 percent, especially given the country’s weight ...
In my opinion the index is research-friendly and representative of the equity market in South Africa and consensus forecasts are available for the constituents, ...
Opinion: Tapering of asset purchases, specifically of long-term bonds, is likely to lead to rising long-term interest rates and therefore to a steepening of the ...
Opinion: Ascendis Health (Ascendis) is under the water and the Ascendis shareholders have to decide whether they support the group recapitalisation or not.
Liberty Holding was mauled by the Covid-19 pandemic in 2020 and 2021, as was its parent, Standard Bank Group.
Opinion: Last week a friend of mine, an astute investor, pointed me to gold and silver price graphs and it is evident that both metals are at major points of resolve. ...
Opinion: The capital returns for holders of Richemont shares who received warrants in the shareholder loyalty scheme last year was even greater if the value of the ...
Opinion: The recent civil unrest, violence and looting caused irreparable harm to South Africa and its economy.
Both individual and institutional investors are well advised to hedge their portfolios.
Although similar social distancing indices are not available for other countries, the Dallas SDI is highly correlated with the Google Covid-19 Mobility data for ...
Stage set for strong bull market in risk assets, with uptick in global outlook as pressure mounts to ease lockdowns
Economic impact after Japan?s invasion of China in 1937 similar to that of Covid-19
Time to teach yourself and your kids about listed companies and navigate the turbulence writes Ryk de Klerk.
Lauded for acting timeously and appropriately and flattening Covid-19 curve relative to China’s experience.
Home prices will be under severe strain in the coming months or longer, before recovering
Massive economic stimulation by the Chinese government and the containment of the virus resulted in a restart of the economy.
South Africa's declining bond yields are likely to be highly supportive of listed Reits prices on the JSE
April/May could be turning point for most developed nations, SA is still behind the curve
The big question is will gold continue its superior performance relative to oil?
The world's markets will tell when the global economic activity picks up again