[TOP STORY] How the CAPE Shiller ratio helps us understand discount.

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Schalk Louw from PSG Wealth Old Oak recommends caution when looking companies or countries trading at very high Cape ratios.

13 Jul 2021 3AM English South Africa Business News · Business

[TOP STORY] Does economic data matter at all in the current market?

Jameel Ahmad from GTCFX notes: ‘This is the first year I’ve known where headlines have driven the market’.

26 Aug 2AM 5 min

Gold Fields has a Ghanaian headache

Analysis of improving business debt conditions in SA, and whether economic data still matters in today’s markets.

26 Aug 1AM 20 min

[TOP STORY] What really drives returns on the JSE?

‘I think genuine diversification really comes from holding different sources of return, not simply focusing on sector labels’ – Chetan Ramlall, portfolio manager, STANLIB Asset Management.

25 Aug 2AM 7 min

MTN: Is a R6bn share buyback the best use of cash?

Analysis of MTN’s results and R6bn share repurchase and what really drives returns on the JSE.

25 Aug 1AM 21 min

[TOP STORY] Direct sales and jewellery focus reshape Richemont’s future

‘I think it absolutely the right action to increase the contribution from jewellery … and decrease exposure to the overall luxury watch category’ – Tasneem Samodien from Private Clients by Old Mutual.

24 Aug 2AM 6 min