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...

Overberg Asset Management Weekly Report 18th September 2018

Overberg Asset Management Weekly Report 24 July 2018

IN THIS WEEK’S BOTTOM LINE As the economy recovers, the J-curve effect will have a powerful impact on earnings growth. The J-curve explains why share price gains are always strongest in the early stages of a new economic cycle. SOUTH AFRICA ECONOMIC REVIEW As expected...

Overberg Asset Management Weekly Report 18th September 2018

Overberg Asset Management Weekly Report 26 June 2018

IN THIS WEEK’S BOTTOM LINE The JSE has suffered a torrid four years. In the four years from 25th June 2014 to 25th June 2018 the JSE All Share Index has increased from 50,350 to 56,116 a return of only 11.45%. If this is bad, consider that while the JSE All Share has...