China to rise again – prefer indirect exposure through Richemont and LVMH
Infrastructure spending should be good for business and consumer confidence, leading to a rise in the China Non-manufacturing PMI and a re-rating of luxury goods stocks.
Old Mutual Unit Trust Managers off the hook for R1.7 billion claim arising from Fidentia scandal.
Read moreInfrastructure spending should be good for business and consumer confidence, leading to a rise in the China Non-manufacturing PMI and a re-rating of luxury goods stocks.
Any stupid remark or action could lead to a further downgrade in South Africa’s credit rating and higher 10-year government bond yields.