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...

The rampant bull the medical industry cannot capture

The rampant bull the medical industry cannot capture

One of the major rallying calls for the implementation of the National Health Insurance (NHI) is the fact that medical care in South Africa is excessively expensive. The cost of medical care is mainly driven by the fact that there are no tariffs when it comes to...

Weekly Report: 19 November 2019

Weekly Report: 19 November 2019

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY NICK DOWNING | OVERBERG ASSET MANAGEMENT South African confidence is riding the crest of a wave. Not only have the Springboks brought home the Webb Ellis trophy to the delight of nearly all South Africans, the government’s...

Weekly Report: 12 November 2019

Weekly Report: 12 November 2019

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE | OVERBERG ASSET MANAGEMENT After the tough Mini Budget by Min Tito Mboweni, followed by Moody’s downgrade of our economic outlook from stable to negative, we needed good news. After the Springboks’ victory in...

Weekly Report: 5 November 2019

Weekly Report: 5 November 2019

IN THIS WEEK’S BOTTOM LINE Contributed by Gielie Fourie On Wednesday last week Finance Minister Tito Mboweni delivered his 2019 Medium Term Budget Policy Statement (MTBPS) also called the Mini Budget. The Mini Budget outlines the government's spending plans over the...

Weekly Report: 22 November 2019

Weekly Report: 22 November 2019

IN THIS WEEK’S BOTTOM LINE Contributed by Gielie Fourie Pres Cyril Ramaphosa’s dream of a New Dawn is often mocked by the media because nothing seems to be happening. But we must be patient.  Read More: Overberg Market Report 22nd October 2019

Weekly Report: 8 October 2019

Weekly Report: 8 October 2019

IN THIS WEEK’S BOTTOM LINE Contributed by Gielie Fourie Roger Baxter, CEO of the Minerals Council of SA, claims that SA should be leading the global drive towards a platinum-driven fuel cell economy. Elon Musk, however, thinks fuel cell technology is a...

Weekly Report: 1 October 2019

Weekly Report: 1 October 2019

IN THIS WEEK’S BOTTOM LINE Contributed by Nick Downing The South African economy appears to be lurching steadily weaker, defying the hope and optimism which accompanied Cyril Ramaphosa’s election as the country’s president in February 2018. Economic data, including...