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22 May 2024

Navigating ESG Complexities in the Real World — South Africa's Looming Gas Crisis

After Eskom, Sasol is South Africa’s second-biggest polluter of greenhouse gases. The petrochemical giant faces mounting Environmental, Social and Governance (ESG) pressures to improve its greenhouse gas emissions.…

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22 May 2024

Unlocking Opportunities in SA Inc. Counters

Investing in ‘SA Inc.’ companies can seem daunting, given the country’s many economic headwinds. Economic growth has been paltry for the last decade and government debt has ratcheted to its highest levels in…

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07 May 2024

Markets In A Nutshell — For April 2024

Developed world equity and bond markets slumped in April on a combination of hot inflation data and slowing economic growth in the world’s biggest economy. The US has now recorded three consecutive months of…

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08 Apr 2024

MARKETS IN A NUTSHELL — FOR MARCH 2024

World equity markets remained in go-go mode last month, with US bourses hurtling along at a giddy pace. The S&P 500 Index added another 3.1%, wrapping up the first quarter with a hefty double-digit gain and closing…

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04 Apr 2024

Investing in China — Risks and Opportunities

China’s main Hong Kong stock market index — the Hang Seng — has nearly halved on net selling by foreign investors since its post-COVID peak. The index is trading at levels last seen 25 years ago and at valuation…

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04 Apr 2024

Performance Review — Light at the End of the Tunnel

The Foord International Fund is known for its resilience during market weakness. It is much more likely to lag in bull markets — and last year was no exception. In this article, Managing Director Paul Cluer…

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