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Tag: Equities
ConCourt judgment in Capitec vs SARS clarifies important VAT principles
The decision addresses the recovery of VAT on payments made under loan cover provided free of charge.
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Positive Budget bodes well for domestic bonds and equities
Old Mutual weighs in on how the Budget is likely to affect the country’s credit rating, economic growth, and the capital markets.
SA investment managers are the most bullish on bonds since 1999
Fund managers believe the economy and inflation are heading in the right direction, according to a Bank of America survey.
Capitulation of bears: a bull trap?
Global tech shares and broad equity indexes have entered the high-risk and most dangerous stage of the market rally, says Ryk de Klerk.
The groundwork for risk-on investment strategies is being laid
The relationship between the percentage of US banks tightening or reducing their lending criteria and momentum in world stock markets.
Sell in May and go away?
An analysis of whether the trading strategy of selling in May and buying back later in the year succeeds.
Should you use your excess savings to pay your mortgage or invest in the stock market?
How your wealth would have changed over the past 20 years if you had implemented various strategies
Market volatility sees CIS assets under management fall below R3 trillion
Market volatility has resulted in assets under management (AUM) by the collective investment schemes (CIS) industry dropping below the R3 trillion threshold reached in the fourth quarter of last year. Assets under management […]
Some market sectors may absorb the impact of inflation better than others
Inflation worldwide is on the rise, driven by fuel price hikes, the energy crisis and rising food prices. Locally, inflation is at its highest level in five years. The sharp rise in inflation […]
‘Geopolitical tensions shouldn’t mean diluting your offshore exposure’
Diversification, including offshore diversification, and other basic long-term investing pillars should not be disregarded because of volatility caused by geopolitical events, says Kondi Nkosi, the country head of asset manager Schroders in South […]
Shrinkflation, skimpflation and your investment returns
Inflation has been making a comeback. Not so long ago, it had seemed that we had vanquished (at least in the developed world) this sneaky foe of long-term wealth creators everywhere, thanks to […]
‘Don’t look for themes or sectors – it’s all about stock-picking’
Financial advisers will have to manage investors’ expectations as the local market comes off a stellar 2021 and we enter the unfamiliar waters of higher global interest rates and quantitative tightening. Moneyweb recently […]
Pros and cons of stock market valuation measures
Investors can turn to many different measures to consider stock market valuations. Each tells a different story. They all have their benefits and shortcomings, so a rounded approach that takes into account their […]
Pros and cons of stock market valuation measures
Investors can turn to many different measures to consider stock market valuations. Each tells a different story. They all have their benefits and shortcomings, so a rounded approach that takes into account their […]
Which stock markets look cheap for SA investors?
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
Which stock markets look cheap for SA investors?
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
