Analysis & Profiles
10.6.2016 08:01 am
International property craze is tears waiting to happen
Are local real estate companies buying internationally for the right reasons?
STELLENBOSCH – Over the last couple of years, there has been a big move by South African real estate investment trusts (Reits) to buy overseas assets. A number of locally listed companies have found properties in Europe, the UK and Australia to add to their portfolios.
International property craze is tears waiting to happen
Are local real estate companies buying internationally for the right reasons?
Analysis & Profiles
Banks are ‘exceedingly cheap’ right now
Simon Brown on the rand, Fitch, banks, valuations, SAB, Richemont, Naspers, Walmart/Massmart, Pick n Pay, Woolies and Sasol.
Analysis & Profiles
Don’t rob the youth, train them
An economy that’s growing and inclusive raises the living standard of its people.
Analysis & Profiles
Performance anxiety: do your fees reflect your desires?
‘No matter how bad performance is, they are guaranteed their base fee. They therefore earn extra fees when performance is good, but share none of the downside.’
Analysis & Profiles
Mall of Africa a movable shopping feast
‘The new generation Checkers Hyper would be giving me sleepless nights if I ran Pick n Pay’s Hypermarket business. Even its PnP on Nicol pales in comparison.’
Analysis & Profiles
Is the rand failing or just fragile?
‘Whilst emotion and popular sentiment suggest the rand is a fractured currency, is this the case, or is the rand simply fragile, and in need of time – or some other catalyst – to allow the currency to recover?’
Analysis & Profiles
It’s ETF season across Africa
To the extent that emerging markets remain a play for global investors, SA is going to remain a very interesting market.
Analysis & Profiles
Marching against themselves
Who is it that supports a leadership who have led us to this diabolical state of affairs?
Analysis & Profiles
BRICS offers much, but China must be managed
SA needs to know when to compete with its BRICS peers and when to collaborate with them.
Analysis & Profiles
We need economic cohesion
One of the things that still works quite well in South Africa is the pursuit of individual enterprise.
Analysis & Profiles
DMR found wanting in Mpumalanga
Report says SA’s environmental resources neglected.
Analysis & Profiles
Why Uber ‘competitor’ should have consumers rejoicing
And three things it needs to do to compete properly….
Analysis & Profiles
Juggling Blue Label’s many balls
Blue Label is trying out new things to diversify from its old model and the results are showing.
Analysis & Profiles
Millennial investment: Culture of borrowing vs investing
Part two of three: life expectancy has generally increased for millennials. Retirement savings must stretch much further.
Analysis & Profiles
Oil price jumps on supply disruptions
Drawdown in inventory and rebalancing to boost prices in second half.
Analysis & Profiles
Business Leadership: Deliver, deliver, deliver
Tseke Nkadimeng insists on smashing the corporate walls between traditional company silos (Quick Insight “3‘57).
Analysis & Profiles
Team SA battling to keep up
Labour, government and business must work together to ensure a vibrant economic future for all South Africans.
Analysis & Profiles
Fee, interest caps on loans a double-edged sword
Consumers may lose access to credit altogether.
Analysis & Profiles
Fees: the proven predictor of unit trust returns
Morningstar study shows that lower fees give a higher chance of out-performance.
Analysis & Profiles
How to bring local economies to life
By developing technological skills, local municipalities can increase capacity to compete with markets in neighbouring countries.
Analysis & Profiles
Old leadership will be trade unions’ undoing
Today’s youth are also fighting against an oppressive system, but this time against their elders.
Analysis & Profiles
Business Leadership: What we need to do to achieve an economic miracle
WATCH: If SA fails to build confidence, we’ll be overtaken by events – Tseke Nkadimeng (Quick Insight: 3’54”).
Analysis & Profiles
Gold bulls are snorting
Gold may top $1 500/oz by mid-year And send silver over $20/oz.
Analysis & Profiles
How Makate won the ‘please-call-me’ battle
The matter now shifts to compensation negotiations which won’t likely be staid.
Analysis & Profiles
Transport volumes falling off a cliff
The industry is in a full blown recession.
Analysis & Profiles
Nhlanhla Nene’s dismissal changed history
But will it ultimately lead to Jacob Zuma’s ousting?
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