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February 08, 2010 Recovery fear drags JSE all share down Edward West Business Day The JSE extended the week’s global sell-off on Friday, with the all share index losing as concern about the sustainability of the global recovery persisted. The FTSE/JSE all share index fell as much as 2,1% to 25 733,3 on Friday but closed 1,99% lower than Thursday, with the falling share prices led by declines in the resources, gold, platinum, banking and industrial sectors.
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February 08, 2010Spend, spend, spend but who has money?Jean TemkinBusiness DayIt’s only a hint, but Pravin Gordhan’s plan to speak to stakeholders within and outside the government about inflation targeting is positive, as the 6% ceiling is increasingly uncomfortable. Prices of oil products rose again last week and we’re already hurting from the first of Eskom’s price hikes. We’re warned that fruit, vegetable and milk prices will increase.
February 05, 2010Investor’s NotebookStephen CranstonFinancial MailI might not have given up a Monday evening if I had realised that the guest of honour at a dinner that night wasn’t the great pastor Ray McCauley. Instead it was someone called Paul McCulley, all the way from Virginia (the state, that is, not the airport in Durban).
February 05, 2010Crisis watchAndrew McNultyFinancial MailA crisis can occur - and linger - in many forms. For some, it may mean continuing tough or weak economic conditions that curb demand and call for constraints on capital spending and stringent cost controls. That constrains activity for many suppliers of services and industrial products.
February 05, 2010Bottom-line gauge of Metltd’s performanceBen TemkinBusiness DayAs the Private Investor portfolio holds shares in Anglo American, I can hardly ignore the risk that its South African mining interests may fall into the hands of the government. Somehow I don’t really believe that, given, for example, the record of ineptitude in municipal and Eskom management, the African National Congress will be eager to go into the mining business. But, who knows?
February 04, 2010Fama on what we still don’t know and why there’s no bubbleMichel PireuBusiness DayThe following extracts are from a recent interview by John Cassidy with Eugene Fama, the Chicago School economist who promulgated the efficient market hypothesis: … there was a credit bubble that inflated and ultimately burst …
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February 08, 2010 Some positive signals on the horizon Mariam Isa Business Day Figures due this week may send encouraging signals on the state of SA’s economic recovery, although jobs data tomorrow may strike a sour note. Factory output is likely to have risen in December for the first time since September 2008, lifted mainly by demand for exports.
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February 07, 2010 Fantastic returns - pity about the terrible strategy Graydon Morris Business Times Investing is a noisy process. In the short term, it is extremely difficult to distinguish between cause and effect. In the longer term, even with the best of planning, wide variations in results must be expected.
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February 07, 2010 The time is nigh for gold as an investment Jim Jones Business Times Investment is what the gold market is all about these days. That’s not the spin the world’s gold bug advisers are putting out - it’s the state of the market in physical gold that led the metal to a record high of more than $1200 an ounce in December last year, and which is helping keep prices at their present levels in the region of $1100/oz.
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February 07, 2010 Bank now in the firing line Stuart Theobald Business Times What they discovered concerned them. The bank had several exposures to small, listed companies with limited trade in their shares. If the bank needed to sell the shares, it would struggle to get decent prices.
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February 05, 2010 Cheaper access to real-time market data Simon Mundy Business Day JSE investors will be able to access real-time market information at a lower cost, thanks to a new streaming product launched this week by financial information company McGregor BFA.
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February 04, 2010 Investor confidence is on the rise in SA Mariam Isa Business Day Investor confidence jumped in SA during the final quarter of last year, buoyed mainly by improved global risk appetite and a pick-up in offshore economies, a survey showed yesterday.
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February 04, 2010 Local equity funds attract net inflows for first time in five years Edward West Business Day Domestic equity funds last year attracted net inflows for the first time in five years, the Association for Savings and Investment (Asisa) said yesterday. Because most local investors were not exposed to equities for the greater part of the past five years, they would have missed out on the solid five-year performance of equity funds.
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MORE ARTICLES:
Car sales data ‘may be misleading’
February 04, 2010 Investors now giving firms’ predictions more scrutiny
February 02, 2010 Where to for gold?
February 03, 2010 Investors opt for emerging markets
January 31, 2010 Happy returns, for some
January 29, 2010 Rise in producer prices hits hope for rate cut
January 29, 2010 Bankers moot ‘super fund’ as hedge against meltdown
February 01, 2010 World Cup bonanza not a given
January 29, 2010 Equities now too expensive — survey
January 27, 2010 Bank ‘ready to cut’ rates if SA’s recovery loses steam
January 27, 2010 Solid base
January 29, 2010 It is a myth that dollar cost averaging can beat the market
January 26, 2010
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