What investment companies could give back next year

Some undervalued assets offer opportunities, writes Marc Hasenfuss

Why Microsoft is on cloud 9 right now

Azure is the world’s second-largest cloud business and the fastest-growing among the large players, including Amazon, writes The Finance Ghost

ETFs still on the rise

The data suggests passive investment products have scope for growth in SA, writes Mudiwa Gavaza

Grindrod: Ideally placed to gain from rail policy change

At 520c IM can see Grindrod racing ahead once the ramifications of the third-party access sink in

eMedia: The picture looks brighter for eMedia

IM has sufficient belief in management’s narrative — coupled with the enthusiasm about the division expressed by HCI CEO Johnny Copelyn — to recommend a ...

Pick of the Month: Nu World Holdings

We rate the stock a buy and advise patience as recovery unfurls

Long4Life: Longed for lift of the share price

Long4Life has not been a great investment for those who backed entrepreneur and deal-maker Brian Joffe

EDITOR’S NOTE: When quality companies showed their mettle

The year was really about the better-quality companies showing their mettle and returning their businesses to pre-Covid levels

Global equity funds: Useful investment diversifiers

The global equity fund category is one of the largest unit trust sectors, with R236bn under management

Investment outlook for 2022

There will be a focus on investments in cleaner industries, writes Pedro van Gaalen

Dis-Chem: Solid results after a watershed year

With acquisitions such as Healthforce and Kaelo, Dis-Chem is investing in more than just stores

Trade of the Month: Telkom SA vs MTN Group

Profits can be made in the telecom sector — if investors watch key technical levels

Aveng: In a good position for future growth

The turnaround strategy implemented by Aveng has resulted in a more concentrated and simpler group structure and improved operating margins

WARWICK LUCAS: How big is your human capital?

There's more than money in your portfolio; what you are and do make a difference

Low equity funds: strengthening retirement

Low equity funds are one of the largest unit trust sectors, with R210bn under management

Published by Arena Holdings and distributed with the Financial Mail on the last Thursday of every month except December and January.