Boutique Insights

Brochures

• Equity Research brochure
  

Articles

• Extended endeavours. (November 2010)
• Africa’s 1 billion consumers lure retailers. (October 2010)
• Bidvest unbundling would unlock value. (October 2010)
• Consumer benefits to continue for next years. (October 2010)
• SA faring better than many in recovery. (October 2010)
• Verimark sees strong sales surge. (September 2010)
• Consumers boost South Africa's slow recovery. (September 2010)
• An unlikely pairing. (September 2010)
• Cashbuild to build on solid base. (September 2010)

Audio clip

Can we expect another rate cut?
02 February 2009

Rian le Roux, OMIGSA Chief Economist, discusses the monetary committee meeting to be held this week, and touches briefly on the local economy.

Interview conducted on AM Live (SAfm), Monday 02 February 2009, by Tsepiso Makwetla.

Listen to Rian's commentary.

Commentary by Johann Els, Economist
27 January 2009

Overview of the local and global economies provided by OMIGSA Economist Johann Els.

Commentary by Anwaar Wagner, Fund Manager
22 September 2008

Anwaar Wagner, fund manager of the award-winning Old Mutual Mining and Resources Fund, says he preempted the slowdown in the global economy and readjusted his portfolio to benefit from declining commodity prices. He cautions that although the immediate outlook doesn’t look great, there is still a structural upturn theme and encourages investors to take a long-term view to investing in this sector.

Listen to Anwaar's interview.

Video

Rian le Roux cautions that South Africa is facing a rough ride in the months ahead as global risks rise - Sake met Summit, Summit TV.