What local asset managers are buying - and selling - in this tough market | Business

Allan Gray's offshore partner calls it"an everything bubble" with more market pain to come. Old Mutual Investment managers predict a sharp fall in global equity prices. Ninety One says many businesses were ill-prepared for the rapid interest rate hikes. But each investment house still has its own investment favourites in this tough market - with all agreeing that semiconductor chip manufacturers are the flavour of the year.

Local portfolio managers admit this is likely to be another bad year for equities, with forecasts of a US recession getting stronger. Investors are already moving their money to cash and bonds in droves. With a bond yield closer to 12%, SA's government bonds have increasingly become a great alternative for high returns without the risks equities present. Interest rates are also the highest in over a decade, making cash almost as attractive.

Indonesia Berita Terbaru, Indonesia Berita utama

Similar News:Anda juga dapat membaca berita serupa dengan ini yang kami kumpulkan dari sumber berita lain.

Business Daily - Business Daily Meets: Tony Elumelu - BBC SoundsNigeria's most well-known economist on 'Africapitalism' and why he thinks Africa needs to rethink its relationship with business.
Sumber: BBCAfrica - 🏆 23. / 61 Baca lebih lajut »

Solly Moeng | Mashaba, Mashele and the 'unauthorised' biography: an avoidable PR disaster | BusinessOPINION | In the wrong hands, its wealth of diversity can be the very weapon used to push the country further away from realising its real potential, writes Solitoliquido. | News24_Business
Sumber: News24 - 🏆 4. / 80 Baca lebih lajut »

Burnt bodies of prominent Limpopo business woman and relative found at hotelPolice have activated a manhunt for the killers of a prominent Limpopo business woman and her relative, whose burnt bodies were discovered at a hotel in Ohrigstad on Saturday.
Sumber: SowetanLIVE - 🏆 13. / 63 Baca lebih lajut »

OPINION | Hand over the tax records: Section 35 and 46 of PAIA unconstitutional | BusinessThe Constitutional Court’s judgment in the matter of Arena Holdings v SARS - in the battle over former president Jacob Zuma's tax records - is an important reminder insofar as the balancing of competing rights is concerned, writes Ahmore Burger-Smidt.
Sumber: News24 - 🏆 4. / 80 Baca lebih lajut »

Post Office applies for business rescue in effort to save ‘essential service’Provisional liquidator argues in court against final liquidation as it provides an essential service to many citizens
Sumber: BDliveSA - 🏆 12. / 63 Baca lebih lajut »

ALEXANDER PARKER: Business needs to play hardball with the stateNow might be the time for some straight talking, because the power relationship is shifting
Sumber: BDliveSA - 🏆 12. / 63 Baca lebih lajut »