September 5, 2022
Treasury’s proposal to take on a significant portion of Eskom’s debt was applauded by investors, resulting in widespread tightening of Eskom dollar bond yields, with the […]
Articles of Interest
September 1, 2022
Still one of the world’s great bourses, the JSEs decline as a platform for South African companies is in urgent need of reversal. This article, which […]
September 1, 2022
Eskom has been perched on the edge of a debt spiral for several years. Recent efforts to uproot corruption and bring the ailing power utility back […]
August 24, 2022
FROM THE DESK OF THE CHAIRMAN AND CEO Like many of you who have travelled far with me over many years, even decades, you know that […]
August 19, 2022
Ignited by Milton Friedman’s 1970 famous piece in the New York Times entitled, “The social responsibility of business is to increase profits”, the unresolved question of […]
August 17, 2022
The drawdown in both equity and bond markets over the past six months has been one of the most severe on record, with 80% of the […]
August 10, 2022
The key themes of the first quarter continued to dominate market movements during the second quarter of 2022. The ongoing war in Ukraine and global supply […]
August 4, 2022
The local market saw a 12.3% decline for the second quarter of 2022, as recessionary fears and rising rates both locally and internationally continue to have […]
August 3, 2022
AT CADIZ ASSET MANAGEMENT, OUR FIRST RULE IS, ’DON’T LOSE CAPITAL’ This focuses our attention on where to start when analysing any business. Understanding a business’s […]
