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Articles tagged as "Financials"

Balancing risk and reward in South African equities

By Duncan Artus on 15 Aug 2024

Reading time: 7 mins

We often write about large individual equity positions in our portfolios, but this quarter, Duncan Artus focuses on the opportunities and risks in “SA Inc” –...

How we balance the upside-downside risk in South African equities

By Duncan Artus on 08 Aug 2024

Reading time: 7 mins

We often write about large individual equity positions in our portfolios, but this quarter, Duncan Artus focuses on the opportunities and risks in “SA Inc” –...

The sentiment pendulum

By Andrew Lapping on 01 Apr 2015

Reading time: 4 mins

Investor sentiment is a delicate thing, which changes with surprising rapidity. Kenyan banks… Three years ago Kenya and the Kenyan banks were very out of...

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