Foreign investors remain firm believers in SA New Dawn

2018-05-15 21:09

Despite global investor unease over emerging markets generally, foreign investors remain firm believers in South Africa’s New Dawn, says Overberg Asset Management.

Land reform a dampener on SA markets, should we be worried?

2018-04-25 11:03

The ANC’s resolution to support the expropriation of land without compensation has cast a shadow across SA’s markets, denting the euphoria that swept the country in the first days of Cyril Ramaphosa’s presidency.

Investing abroad: A world of opportunities awaits

2018-04-16 07:00

Should you expose your portfolio to offshore investment? Analyst Brett Birkenstock feels now is a good time to send funds to foreign shores, and gives advice on how to do it.

Brightening outlook for SA clothing sector

2018-03-20 16:08

Equity investors see a brightening outlook for SA's clothing sector, which just six months ago was depressed by weak economic growth, subdued consumer confidence and declining earnings, notes Overberg Asset Management.

Gigaba's budget sets economy on path for growth

2018-02-27 16:36

While the 2018 budget projections are a long way from those achieved during the tenure of ex-Finance Minister Trevor Manuel, the country's finances have been put back onto the right path say OAM.

SA stocks see steepest dip in almost a decade on US stocks sneeze

2018-02-13 17:54

Stocks on the Johannesburg Stock Exchange have fallen 9% in two weeks, one of the steepest declines since the global financial crisis.

SARB likely to cut interest rates in coming months

2018-01-23 20:19

While the South African Reserve Bank left its benchmark repo rate unchanged at 6.75% there was a clear shift in tone, suggesting a possible rate cut by June.

How Naspers share movements influence the JSE

2017-12-05 23:31

When analysing the Johannesburg Stock Exchange, one should pay especially close attention to Naspers, as any movement in its share price has a significant effect on the JSE, says Overberg Asset Management.

Making money on the JSE: Five of the best

2017-11-21 06:00

Despite a tough economic environment, it is still possible to make considerable returns on the JSE. Werner Erasmus and Brett Birkenstock discuss five winning shares.

Finance markets react negatively to Gigaba's mini budget

2017-10-31 17:20

Financial markets responded negatively to Finance Minister Malusi Gigaba's mini budget statement last week, according to Overberg Asset Management in its latest economic report.


SA presents 'exceptional' investment opportunity, says asset manager

2018-05-09 13:00

The combination of falling equity prices and a dramatic improvement in the economic outlook presents an exceptional investment opportunity, says Overberg Asset Management in its weekly overview.

The difference between and Capitec and Steinhoff? A healthy balance sheet

2018-04-18 17:36

When dark clouds appeared, Steinhoff was brought down by a weak balance sheet. Capitec on the other hand, despite negative reporting from Viceroy, held its own.

Why it makes sense to invest in REITs

2018-03-28 14:46

Market capitalisation of the real estate investment trust sector has surged in recent years, rising from under R80bn in 2008 to around R400bn today.

GDP growth seen to remain on the upside in 2018

2018-03-13 19:02

The outlook for GDP growth is brightening, as inflation and interest rates are on a downward trajectory providing added relief for consumers and businesses.

Ramaphosa's swift changes a cause for celebration

2018-02-22 16:55

Investor favourite President Cyril Ramaphosa's strength and conviction when it comes to his reforms is likely to build momentum, according to Overberg Asset Management.

Moody's downgrade unlikely as bond market signals upswing

2018-01-31 11:31

Its unlikely that Moody's will downgrade South Africa’s local currency sovereign bonds to junk status, as the country’s risk premium reduces in tandem with a stronger rand.

Compound interest - the forgotten secret to investment success

2018-01-12 07:00

Compounding requires patience and time, two things which scare many modern day investors who operate in a world of instant gratification, writes Werner Erasmus.

SA's political uncertainty tainting economy, analysts warn

2017-11-21 16:08

International Monetary Fund researchers, consisting of over 100 academics, have warned that despite favourable conditions for the SA economy, political uncertainty will make for a challenging outlook.

SA economy awaits credit ratings decision and ANC conference outcome

2017-11-08 15:59

A positive outcome to the upcoming credit rating decision in November and the ANC's December elective conference will beneficially impact both the rand and South African equities, according to Overberg Asset Management.

Mini budget: markets will punish politicised rhetoric

2017-10-24 21:30

Financial markets will punish any politicised rhetoric or larger than expected SOE allocations, says Overberg Asset Management in its weekly review.

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