Hywel George, Director of Investments at Old Mutual Investment Group, recently asked this very question. Is there hope for the South African economy? Are we on a slippery slope? Not quite. In fact, hope remains, and we could see an interesting turnaround in the future. 

In this episode, he joins The Money Show’s Bruce Whitfield to delve deeper into specific factors impacting on the South African economy today, from debt to a viable recovery plan. They also discuss whether the country has the political will to do what it takes to achieve this, and ultimately, whether there's any hope for our economy in the long run.  

Thanks for listening! Follow us on Linkedin.

Peter Brooke analyses the recent volatility of banking and insurance stocks, commodities sector performance, SA’s unemployment stats and the impact of Covid-19 on small businesses, and Government finally acknowledging SA’s energy crisis.

Thanks for listening! Follow us on Linkedin.

Peter Brooke focuses on the power crisis in South Africa. He talks about how appropriate resolution could reduce growth constraints and reduce the potential bankruptcy Eskom may cause.

Thanks for listening! Follow us on Linkedin.

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers and adding to challenged banks about a month ago. 

Thanks for listening! Follow us on Linkedin.

Arthur Karas discusses SA Inc shares moving into more positive territory this week, providing glimmers of hope against a gloomy backdrop. He also unpacks Bidvest’s recent results, as well as the more optimistic outlook hinted at by the market’s perspective on SA-focussed companies, and whether the current depressed environment is an opportunity for renewed interest in value investing.

Thanks for listening! Follow us on Linkedin.

Peter Brooke shares tech sector and country valuation trends out of the UK market. Noting the sector mix in the UK market comprising mostly of old economy banks and energy, with South Africa including the likes of Naspers in the mix. 

Denmark has grown from 1% to 4% of the European market on the back of increased valuations and has the highest price-to-book ratio in the world.

Thanks for listening! Follow us on Linkedin.

Meryl Pick discusses the market turmoil that started off the week and whether this is the correction the market has been expecting – following a period of sustained buoyancy – as well as the state of the banking, resources and construction sectors and where investors are likely to find long-term outperformance.

Thanks for listening! Follow us on Linkedin.