“I’m | waving

I’m not waving, I’m drowning – SLR on surviving South Africa

It’s a bit depressing to think that no single opposition party in South Africa is capable of doing things better than the ruling party, yet, as Simon Lincoln Reader infers. Not one party has significantly threatened the ANC in recent polls by using nuanced, cleverly directed campaigns. The election outcome has seen some blank warning…

“I’m | skeptical

“I’m skeptical on Steinhoff but I’m optimistic on SA” – Tekkie Town’s Bernard Mostert

Tekkie Town’s Bernard Mostert discusses the Steinhoff settlement saga with BizNews founder Alec Hogg and veteran analyst David Shapiro. On Friday, Steinhoff announced it would be increasing its settlement offer to shareholders in light of better trading conditions across the business. Mostert and his partner Braam Van Huyssteen are fighting tooth and nail to recover…

“I’m worried about our mining shares – they are rolling over a little” – David Shapiro
“I’m | worried

“I’m worried about our mining shares – they are rolling over a little” – David Shapiro

As is customary for a Monday, veteran portfolio manager David Shapiro unpacks the important investment matters at hand for the week ahead. Markets aside, David also shares his thoughts on electric vehicles, themes from the G7 summit and all things Magda Wierzycka. – Justin Rowe-Roberts David Shapiro on the general level of the market:  Our…