Investments / General

Navigating new waters… what lies ahead

Markets are reflecting a V-Shape recovery, but the underlying global economy is reflecting U-Shape recovery.

Trump tests positive for Covid- but should it matter to investors?

Climate risk continues to weigh on Sasol despite Lake Charles sale

Chemicals giant Sasol this week announced the sale of a 50 percent stake in its troubled Lake Charles project in Louisiana, USA. The deal has generally been seen as positive for the group as the US$2 billion cash injection will go a long way to reducing its formidable debt burden.

Morningstar Investment Conference highlights way forward for SA, emerging markets

Emerging markets across the world are well positioned to recover from the Covid-19 pandemic, thanks to a raft of reforms and baked-in resilience – but while South Africa’s fundamentals appear to be in good shape, it must overcome slow growth and a worrying debt trajectory if it is to take advantage of the opportunities presented by the pandemic.