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The case for offshore still remains compelling

21 April 2015

Demanding equity valuations and a subdued outlook for growth in South Africa suggest investors may need to increase their offshore exposure to ensure an acceptable investment outcome. Marriott believes the case for offshore equities remain compelling as it is possible to purchase some of the largest and most recognisable companies in the world on dividend yields higher than South African alternatives. These attractive dividend yields afford investors the opportunity to diversify internationally while improving both the quality and income producing capacity of their portfolios.

The Chinese paradox

20 April 2015

Chinese equities are up 27% year-to-date, and around 80% since June last year. The buoyancy of the Shanghai market has spilled over to Hong Kong. Naspers broke through R2 000 per share last week on the back of the increased market value of Hong Kong-listed Tencent, of which it owns a third. To many, the surging Chinese market resembles the period between January 2006 and October 2007 when the Shanghai Stock Exchange Composite Index rose fivefold in one of the more spectacular bubbles of recent times. The deflation of the bubble was equally dramatic, and the index lost 70% over the next 12 months. Even after the recent rally, the index is still 40% below its 2007 peak.

Momentum Investments: 2015 Think-tank

15 April 2015

A world divided: Leading global investment managers bridge the gap.

Why isn't the rand driving an export and manufacturing revival in SA?

09 April 2015

A weak currency typically does very little to boost the morale of a country, however, some market analysts and commentators swear by its ability to rebalance a challenged economy and drive an export-led recovery. The obvious question then is could the weak rand help turn South Africa’s economic fortunes around by stimulating the country’s long-suffering manufacturing sector?

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The strongest deterrent against FSP compliance missteps is or should be:

Answer

A criminal conviction Debarment Fine or penalty Any of the above can work

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