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Simeka – Investment Notes March 2023
How long does it take to bring inflation down? The expectation of lower inflation is a central theme in the economic outlook for 2023, as interest rates have been raised sharply worldwide. Inflation in the US – the world’s bellwether economy – peaked at 8.9% in June...
Simeka – Markets at a Glance as at 30 April 2023
This publication provides a monthly review of major indexes, important macroeconomic indicators and an overview of the highs and lows of the stock market for the period. Read more...
Simeka – Economic Commentary April 2023
Economic growth is slowing down in South Africa, inflation remains high, and interest rates are up. Simeka’s Marcus Rautenbach looks at developments in the first quarter of 2023 and provides some insight on how, even though economic developments aren’t pleasing,...
Simeka – Investment Notes 2/2023
We are three months along in 2023, and Marcus Rautenbach updates the market outlook released earlier in the year. He concludes that inflation and interest rates remain important determinants for domestic financial markets but that National Treasury may find it...
Simeka – Retirement Matters 2/2023
Simeka’s Retirement Matters prepared by our legal and technical specialists highlights the latest legal and technical developments in the industry. Read more...
Simeka – Markets at a Glance as at March 2023
This publication provides a monthly review of major indexes, important macroeconomic indicators and an overview of the highs and lows of the stock market for the period. Read more...
South Africa’s National Budget 2023
Finance Minister Enoch Godongwana delivered his Budget Speech to Parliament on 22 February 2023. This article, prepared by WTW, provides a summary and commentary related to retirement fund matters. Read more...
Simeka – Markets at a Glance Feb 2023
Simeka – Markets at a Glance as at 28 February 2023 This publication provides a monthly review of major indexes, important macroeconomic indicators and an overview of the highs and lows of the stock market for the period. Read online here
The trouble with patience
One of the biggest challenges for long-term investors is to know when to quit rather than doggedly stick to their position under the guise of patience or courage. We think this is one of the most difficult things to do well. The legendary investor Charlie Munger...