As investors we are taught not to let macro factors overly influence our investment decisions. There is empirical evidence suggesting that even if you can correctly call a macro event like Brexit it is still impossible to know how the
The million-dollar question for South African investors is the exchange rate. The reason for this is that 50% of the JSE’s overall earnings is now generated from overseas. A weaker rand translates into higher earnings and thus higher share valuations.
The rating downgrade is not the concern, but the reason for the downgrade is. Rating agencies primarily consider two critical factors when issuing a credit rating. Firstly, your ability to pay back the debt and secondly your willingness. How does
Sir Franklin Templeton, one of the greatest investors of this century, is quoted as saying the four most expensive words when it comes to investing is “this time is different”. The current level of negative sentiment in SA is resulting