Weekly Report: 18 January 2020

Weekly Report: 18 January 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY KIRK SWART| OVERBERG ASSET MANAGEMENT AFRICA TECH HUB: Africa is fast becoming a notable player in the global tech space. A factory belonging to the Mara Group situated in Kigali, the capital of Rwanda, successfully launched 2...
Weekly Report: 11 January 2020

Weekly Report: 11 January 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE | OVERBERG ASSET MANAGEMENT Why might a country go into an economic or financial crisis? Perhaps it has mismanaged its economic policies. Commodity prices could have collapsed, or it faced a natural disaster. Or...
Weekly Report: 21 January 2020

Weekly Report: 21 January 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE | OVERBERG ASSET MANAGEMENT A BLACK SWAN EVENT: A Black Swan event hit SA on 9 December 2019. Eskom introduced stage 6 load shedding for the first time in history. It was a Black Swan event, meaning nobody, not...
Weekly Report: 11 December 2019

Weekly Report: 11 December 2019

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE | OVERBERG ASSET MANAGEMENT It is wonderful to find a company on the JSE that is immune to bad news, whether it be political instability and corruption, economic downturns or social unrest. A company that won’t...
Weekly Report: 3 December 2019

Weekly Report: 3 December 2019

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY KIRK SWART | OVERBERG ASSET MANAGEMENT Previous bottom lines pointed to the fact that South Africa needs structural reforms, not more initiatives. The enormous public sector wage bill and wasteful expenditure at...
Weekly Report: 27 November 2019

Weekly Report: 27 November 2019

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE | OVERBERG ASSET MANAGEMENT REITs (Real Estate Investment Trusts) build wealth. While the JSE has probably recorded its worst five-year period in history, REITs saved the day. REITs are one of the safest...