Archive for July 7th, 2008

Daily Archive
Monday, July 7th, 2008

The world has changed - and it will change again

By Adrian Clayton
The world of today is simply unrecognisable compared to that of the turn of the century
Then, markets spoke of disinflation and Western economies were buoyant and rich. Emerging markets were unpredictable and volatile. The oil price was less than $30 and the oil market oversupplied. Gold was a swear word! Well, today […]

No Comments » - Posted in South Africa by Prieur du Plessis
Monday, July 7th, 2008

How risky are industrial and financial stock valuations?

By Nic Andrew
Nic Andrew of Nedgroup Investments writes that certain industrial and financial stocks appear to be trading at attractive historic valuations (for example certain retailers and banks). On the other hand, these companies have operated in a very favourable environment for the last five years and have been experiencing historically high levels of profitability […]

No Comments » - Posted in South Africa by Prieur du Plessis
Monday, July 7th, 2008

Property - still a relatively low risk asset class?

By Nic Andrew
Nic Andrew, head of Nedgroup Investments writes that for a long time South African investors have been handsomely rewarded for investing in property and many regarded this as a relatively “risk-less” asset class. The property market has had a poor run and returned negative 20% for the last 12 months, and many investors […]

No Comments » - Posted in South Africa by Prieur du Plessis