Weekly Report: 2 June 2020

Weekly Report: 2 June 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY NICK DOWNING| OVERBERG ASSET MANAGEMENT Emerging markets do not have the same fiscal firepower as first world countries to provide lockdown financing for businesses and households nor the same central bank resources to stem...
Weekly Report: 12 May 2020

Weekly Report: 12 May 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY Werner Erasmus| OVERBERG ASSET MANAGEMENT President Ramaphosa recently announced the details of a R500 billion economic rescue package, the first of its kind and close to 10% of GDP, in an attempt by government to limit the...
Risk-adjusted strategy for economic activity

Risk-adjusted strategy for economic activity

WHAT WE KNOW There is early evidence that the full national lockdown imposed since 26 March 2020 has successfully limited the spread of the coronavirus. However, there are serious risks associated with lifting lockdown restrictions too soon, or in an unsystematic and...
Weekly Report: 21 April 2020

Weekly Report: 21 April 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE| OVERBERG ASSET MANAGEMENT Pres Cyril Ramaphosa’s response to the threat of the coronavirus was quick, courageous, and presidential. He acted like a statesman. Some world leaders failed dismally. World leaders...