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South Africa’s perfect investment storm of slowing inflation, a stronger rand, higher inflation rates than in developed markets, an extremely successful SWC and, on top of it all, an invitation to join the BRIC countries, continues to lure foreign investors. So says Dr Prieur du Plessis, chairman of Plexus Asset Management and [...] More on this topic (What's this?) JSE: take some profits! (Wall Street Sector Selector, 1/20/11) Is it 2004 or 2008 revisited? (Wall Street Sector Selector, 4/16/10) Is the JSE overbought in the short term? (Wall Street Sector Selector, 4/28/10)
By Cees Bruggemans, Chief Economist of FNB. SARB left interest rates unchanged today, taking the view that provided there are no significant surprises interest rates may remain relatively stable for some time. SARB noted the improved GDP growth outlook, rising from 2.8% last year to an estimated 3.4% [...] More on this topic (What's this?) The Secret to Gold Prices: Real Interest Rates (Wealth Daily, 1/20/12) Sorry Inflationistas, But This Chart Proves You Were Wrong (Wall Street Daily, 10/21/11) A Misconception about the Value of Bonds (Michael James on Money, 1/18/12)   By Prieur du Plessis, on January 20th, 2011 posted in: Investment  3 people had their say - chime in!
China and small caps – are these the proverbial canaries in the coalmine? I suspect so, especially given the overvalued, overbought and overbullish condition of stock markets. [...] More on this topic (What's this?) China: Big Changes Coming Soon (Money Morning, 1/10/12) Why China's "Blindside" Could Be A Great Buying Opportunity (Money Morning, 1/6/12) What China is Buying Now (Wealth Daily, 1/12/12) By Prieur du Plessis, on January 20th, 2011 posted in: Investment, Markets, Money Leave your comment
Why the US and Europe will outperform emerging markets this year, with Marc Faber, author of the Gloom Boom & Doom Report. He also advises investors to stock up on oil or energy equities. [...] By Prieur du Plessis, on January 20th, 2011 posted in: Gold, Investment 2 people had their say - chime in!
“Lately there’s been a tide of uninformed warnings to the effect that gold is in ‘a dangerous bubble’. These anti-gold know-nothings haven’t seen a gold bubble yet, but I’m predicting that a phenomenal gold surge (call it a ‘bubble’ if you like) lies ahead,” said long-timer Richard Russell. [...] More on this topic (What's this?) Gold & Silver Banker-Cartel Prolonged Price Suppression Has Set the Foundation for an Explosive M... (the Underground Investor, 1/17/12) Why the Gold Slump is Not Over (Investment U, 1/9/12) Gold Prices 2012 Forecast: How to Make Double the Gold Profits in the New Year (Money Morning, 12/30/11)
Joseph Stiglitz, economics professor at Columbia University and a recipient of the Nobel Memorial Prize in Economic Sciences, has once again encouraged South Africa to take a more interventionist stance to weaken its exchange rate, saying that commodity-rich countries are correct to actively respond to the threat posed by over-valued currencies. [...] More on this topic (What's this?) Three challenges facing South Africa (Wall Street Sector Selector, 11/14/11) Winter Strikes Help Boost This Metal’s Price (Investment U, 8/1/11) South Africa could also do with interest rate cuts (Wall Street Sector Selector, 11/8/11) |
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