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...
ARE WE WITNESSING THE AWAKENING OF A NEW WORLD ORDER?

ARE WE WITNESSING THE AWAKENING OF A NEW WORLD ORDER?

Forbes @10.  By Khuloud Al Omian The COVID-19, or coronavirus, pandemic has revealed many weaknesses in the global system. Despite our accumulated experience in crisis management, this virus has been able to isolate us all in our homes. The question now is: will it...
Uncertainty is the enemy

Uncertainty is the enemy

SA downgraded to “junk status” CONTRIBUTED BY Shawn Phillips, Research & Investment Analyst at Glacier by Sanlam A lot has been said in the media over the last few weeks regarding the possibility of whether South Africa (SA) would be downgraded to “junk status” by...
Weekly Report: 24 March 2020

Weekly Report: 24 March 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE| OVERBERG ASSET MANAGEMENT Covid-19 is causing havoc on markets. Are we heading for a recession? Or a depression? What is the difference between a recession and a depression? How do you invest during these...
Weekly Report: 17 March 2020

Weekly Report: 17 March 2020

IN THIS WEEK’S BOTTOM LINE CONTRIBUTED BY GIELIE FOURIE| OVERBERG ASSET MANAGEMENT The Coronavirus Disease 2019 (Covid-19), is impacting negatively on the world stock markets. It is a Black Swan event. Markets experienced one of the worst and most volatile times in...
Feeling concerned about the coronavirus.

Feeling concerned about the coronavirus.

  CONTRIBUTED BY STEVE NATHAN | CEO, 10 X INVESTMENTS I will admit to feeling concerned about the coronavirus. As the world has not experienced this virus before, we can’t reliably predict how it will evolve and how many people will be impacted. Life is always...