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Fundamentals January 2018

25 Jan 2018
The January 2018 edition of Fundamentals, our monthly thought leadership newsletter, is now available.

Download The Full PublicationFundamentals January 2018 (PDF | 849 KB)

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 In this month's edition:

2018 - A YEAR THAT WILL TAKE US INTO UNCHARTED TERRITORY - KHAYA GOBODO

While 2018 promises to be a year of unprecedented change, the proven quality of our investment business will enable us to take advantage of the economic, political, industry and technological shifts underway.

Download: Fundamentals January 2018 A year that will take us into uncharted territory - Khaya Gobodo (PDF | 93 KB)

IMPROVED POLITICAL BACKDROP MAKES FOR A BETTER ECONOMIC OUTLOOK - JOHANN ELS

Should politics continue to improve and we return to fiscal consolidation, the knock-on effects could lead to better growth for 2018.

Download: Fundamentals January 2018 Improved political backdrop makes for a better economic outlook - Johann Els (PDF | 135 KB)

AS THE JSE CONTINUES TO LAG GLOBAL MARKETS, WHERE TO NOW FOR INVESTORS? - DAVID COOK

My preference is for a higher allocation to global, but with a cautious approach in navigating such an expensive market.

Download: Fundamentals January 2018 As the JSE continues to lag global markets, where to now for investor's? - David Cook (PDF | 176 KB)

WHAT FULLY VALUED GLOBAL EQUITY MARKETS WILL MEAN FOR PRIVATE EQUITY - PAUL BOYNTON

If markets are set for a period of volatility, private equity could be a major beneficiary.

Download: Fundamentals January 2018 What fully valued global equity markets will mean for private equity - Paul Boynton (PDF | 127 KB)

MARKETS TO BENEFIT FROM STRONGER GLOBAL GROWTH AND SUBDUED INFLATION - RIAN LE ROUX

Consensus views call for an even better growth year in 2018 (albeit only moderately better than in 2017).

Download: Fundamentals January 2018 Markets to benefit from stronger global growth and subdued inflation - Rian Le Roux (PDF | 91 KB)

MARKET CELEBRATIONS MASK THE DEPTH OF SA'S MACROECONOMIC ILLS - WIKUS FURSTENBERG

Given the extent of the country's troubles, we fear that markets have gotten ahead of themselves with unrealistic expectations.

Download: Fundamentals January 2018 Market celebrations mask the depth of SA's macroeconomic ills - Wikus Furstenberg (PDF | 139 KB)

CHINA'S HENGAN INTERNATIONAL - LYNN KLAASE

Our Global Emerging Markets Equity Analyst Lynn Klaase discusses the investment case for China's leading hygiene product manufacturer, Hengan International.

Watch: Fundamentals January 2018 China's Hengan International - Lynn Klaase (MP4 | 14 MB)

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