Bullish backdrop for energy prices

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As argued before, energy price increases have a self-limiting aspect. However, according to BCA Research, we are still far from a choke point. […]






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Market landscape for M&A, according to Cooperman

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Leon Cooperman, Omega Advisors chairman & CEO, describes why stocks are the “best house in the bad neighbourhood”, as well as the M&A landscape. […]






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Can China pull a rabbit out of the hat?

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“As I have argued before, as our society grows older, the only way to maintain economic growth is through rising exports; however, as I have also stated repeatedly, we can’t all export; someone needs to be on the other side of that trade. That’s where China comes in. As the Chinese middle classes grow in size, we need to ensure that we have the products and services they demand. Unfortunately, before we get to where we want (and need) to be, and everyone dances to the same tune, we will probably have to endure a trade war or two, with a little bit of xenophobia thrown in from time to time as icing on the cake,” said Niels Jensen in this guest post. […]






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Laugh out Loud: Gas surprise per gallon

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Although not the case yet, rising cash prices have the potential of derailing the economic recovery. […]






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Global repositioning impacts South Africa

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By Cees Bruggemans, Chief Economist of FNB.

Looking back over the past three months, the global tide has shifted, also changing our fortunes.

Whether this is just a shake-out or THE cyclical turning time will tell.

The global playout is becoming less problematic growth-wise, also less […]

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