FundFactSheetsOnline by Ngcsoft Web & Software - The Ultimate in South African Unit Trusts
If South Africa was a company would you include it in your portfolio?
2017-08-23by Mark Dunley-Owen of Allan Gray
Sentiment towards South Africa is poor. It is tempting to believe that excessive bad news is priced into South African assets, which should deliver attractive returns if reality turns out to be less negative than feared. Unfortunately, we do not believe this is likely.
The fundamentals of the South African economy are deteriorating under the current government. One way to highlight this is to discuss South Africa in the context of variables which we regard as important to any investment, namely cashflow, financial flexibility and management.
Three investment questions to ask are:
If South Africa was a company would you include it in your portfolio?
2017-08-23by Mark Dunley-Owen of Allan Gray
Sentiment towards South Africa is poor. It is tempting to believe that excessive bad news is priced into South African assets, which should deliver attractive returns if reality turns out to be less negative than feared. Unfortunately, we do not believe this is likely.
The fundamentals of the South African economy are deteriorating under the current government. One way to highlight this is to discuss South Africa in the context of variables which we regard as important to any investment, namely cashflow, financial flexibility and management.
Three investment questions to ask are:
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