The October 2019 edition of Fundamentals, our thought leadership newsletter, is now available. Download The Full Publication
: Fundamentals October 2019
(PDF | 3 MB)
In this edition:
ECONOMIC OVERVIEW AND OUTLOOK - JOHANN ELS
The global economy can no longer be expected to be more balanced and synchronised due to the impact of the prolonged trade war.
Download: Economic Overview & Outlook - Johann Els
(PDF | 2 MB)
INVESTING WELL IN TIMES OF ABUNDANCE AND SCARCITY - ZUKISA PITYANA
WBHO is an investment case in the construction sector that has survived the highs and lows.
Download: Investing well in times of abundance and scarcity - Zukisa Pityana
(PDF | 1 MB)
SOUTH AFRICA FROM A GLOBAL INVESTOR'S PERSPECTIVE - URVESH DESAI
Sticking to long term investment goals and incorporating appropriate diversification strategies is often best for investors in approaching a challenging environment.
Download: South Africa from a global investor's perspective - Urvesh Desai
(PDF | 1 MB)
ATTRACTING LONG TERM PRIVATE EQUITY OPPORTUNITIES IN SOUTH AFRICA - CHUMANI KULA
Astute investment decisions in a challenging operating environment can unlock sizeable opportunities.
Download: Attracting long term private equity opportunities in South Africa - Chumani Kula (PDF | 1 MB)
OPENING THE DOORS OF LEARNING IN SOUTH AFRICA - KELLY JOSHUA
Independent and affordable schooling solutions can reduce barriers to receiving a worthy education.
Download: Opening the doors of learning in South Africa - Kelly Joshua (PDF | 1 MB)