There were real returns for the JSE in 2019 after 2018’s losses, yet no less than R13.5bn was withdrawn from the general equity unit trust sector last year
On-the-ground intelligence often beats the smart market when it comes to predicting share prices, especially in certain sectors, writes Anthony Clark
Manufacturing is expected to take a further hit as global economic conditions continue to deteriorate, leaving no chance of a meaningful recovery in purchasing ...
Market conditions were bad enough before the coronavirus struck, yet the fast food sector has retained a degree of attraction for SA consumers
In the context of the latest developments in the world, gold is likely to outperform industrial companies
A few years ago the company was struggling with a large amount of bad debt and a number of reckless lending accusations and lawsuits
Central banks are mostly unable to provide the stimulus markets need now
But take heart, for things are always darkest before the dawn, writes Petri Redelinghuys
Investors have had to scramble for safety — something that has been hard to find. Therefore the pick of the month is in pursuit of this aim as well
In this month’s IM, Anthony Clark looks at both the farm and the fork. In his cover story he writes about what should be a simple business
Grindrod has been a feature of the SA shipping scene since 1910 and has diversified and expanded into ports, transport and logistics
Sea Harvest, 54% owned by Brimstone, has been favoured by IM for some time, and recently reported excellent results
As a mid-cap share MoMet is not as readily tradable. In the current climate, its share price could get worse before it gets better
Telemasters has been listed on the JSE since 2008 and has thus far not had the best performance in terms of share price
It’s not a great time to sell your house but there’s discounts aplenty to be had for bargain hunters, writes Joan Muller
Why doesn’t PSG Group use the cash from the PepsiCo transaction to buy more, or all, of Zeder?
Anthony Clark looks at value in the investment holding companies, where it’s evident that not all prospects and NAV discounts are equal
There are two key issues on the economics calendar to watch in March: whether Moody’s junks SA’s last remaining investment-grade credit rating, and whether the ...
IM believes Anchor will boost its marketing and distribution capabilities with a greater push offshore
After two years of lacklustre results, management needs to knuckle down and work hard, writes Anthony Clark
