Finweek - English

Finweek is South Africa’s leading financial weekly magazine focusing on investment. With its brisk, creative and authoritative analysis of business and investment issues, it’s an essential business tool in the daily battle for competitive advantage. Today's business decision-makers have to cope with increased pressure on their time and are expected, more than ever before, to succeed in the face of stiffer competition. Finweek provides relevant information in quick bytes, along with award-winning investment advice.

from the editor

The future of the farm • Agricultural technology innovation is evolving at an unprecedented pace with SA farmers embracing the change.

Finweek - English

“THE DISAPPOINTMENT … HAS BEEN IN HOW OUR FINANCIAL SECTOR HAS MANAGED THE COVID GUARANTEE FUND.”

“Rates have responded to news about vaccination and ultimately about growth.”

“WE ARE VERY EXCITED ABOUT WELCOMING THE YUPPIECHEF TEAM INTO OUR FAMILY.”

DOUBLE TAKE

Thakadu banks on battery-driven surge in nickel demand • Commodities entrepreneur Ruli Diseko’s company has announced the commissioning of a nickel sulphate refinery, but they are not the only ones interested in this market.

Annus horribilis for Viljoen • The first year as the CEO of Amplats was challenging for Natascha Viljoen, but things are looking up with the PGM market evolving.

Finding solace amid expensive equities • This fund gives investors exposure to offshore opportunities without having to convert their rands to foreign currency.

A dividend boost

Sappi surging ahead

A pending positive breakout

A novel idea for when the bubble bursts • A digital picture recently obliterated records when it sold for millions. But are these assets worth our time and money?

Active fund management shines quietly in difficult times • It is often said that active unit trust managers struggle to outperform their more passive counterparts, but there are more aspects that should be considered.

Simon’s stock tips • Founder and director of investment website JustOneLap.com, Simon Brown, is finweek’s resident expert on the stock markets. In this column he provides insight into recent market developments.

Economic recovery: What to buy • Reflation trades can give some insight into the price movements of global stock markets and subsector prices.

ARE LOCAL MULTI-ASSET MANAGERS MAKING A COMEBACK?

Manage your funds like a pro • With the myriad of information available and the muddled state of economies, it can be tricky to make sound investment decisions.

Are stock markets realistically priced? • Global stock market performance has been quite unexpected, but are they moving ahead of economic recovery?

Have low-equity multi-asset funds lost their mojo? • With investors losing faith in the sector, which pitfalls should specialists avoid when they make asset allocation decisions?

To have and to hold? • Are holding companies worthwhile investments? Kamal Govan looks at the drivers of holding company discounts, reflecting on the risk and the opportunity.

Developing a diversified offshore portfolio • Coronation has three global funds that are suited to investors who are overexposed to SA.

Local bonds, offshore stocks attractive • Arno Lawrenz, Sasfin’s CIO, shares his views on SA’s economy and which funds are worth considering.

Guarding against stock market vertigo • Flexible income funds may calm the nerves of those investors wary of the stock market surge.

Platinum shares still the winners • But problems could arise if governments accommodate car manufacturers.

My stocks’ true earnings • Another metric to gauge a share portfolio.

TO MERGE OR NOT TO MERGE – THAT’S SIBANYE’S...