Meryl Pick looks the surge of good news from the markets this week, driven largely by platinum shares; as well as discussing loadshedding’s impact and the exceedingly low expectations of investors currently. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this week on the impact a hybrid approach to working-from-home has on communication, social capital and learning for investment teams. 

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Peter Brooke unpacks disappointing local market performance – following increased Chinese scrutiny of commodity prices speculators and tech sector regulation – against a backdrop of stronger global performance this week. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time unpacking investment themes related to the recent share price movements and corporate developments at Naspers. 

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Arthur Karas discusses this week’s bounce in the markets, led by gold shares; as well as Astral Food and Redefine performance, and what the Balwin Properties and PSG Consulting results say about the current health of the SA consumer. 

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Siboniso Nxumalo unpacks the business facts surrounding Adapt IT CEO, Sbu Shabalala’s recent leave of absence and the bidding war between Canadian company, Verlarus, and Hugo Group, as well as latest results from Raubex, one of only two remaining listed construction companies on the JSE. 

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Meryl Pick takes a closer look at this week’s market news, including the exceptional performance from US markets off the back of a strengthening US economic recovery, as well as the question of what it will take before SA can start participating in the global economy once again. 

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Portfolio Manager, Peter Brooke, shares his weekly perspectives, this time on why the rand has gained strength over the past year at pre-COVID levels, and expecting positive momentum for the balance of the year on the back of positive trade inflows and a weaker US dollar. 

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As markets saw a strong start to the week off the back of ongoing developed market stimulus and vaccine rollouts, Arthur Karas discusses Aspen Pharmacare’s results, amid some other positive company results. 

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Amid continued softening of local and global markets, Portfolio Manager, Peter Brooke, shares his views on the rand being one of the strongest emerging markets currencies, alongside the Mexican Peso, as well as his thoughts on whether SA equity valuations can justify further investment. 

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