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Cheap money
The US Federal Reserve vowed to keep interest rates low for as long as it takes, but at the same time talked of an improving economy and a stabilising jobs market. Banks are now predicting interest rate rises in the States before year end. What does this mean for the economy and markets? Find out… »
More ESKOM
Andre Roux of Investec Asset Management casts a positive spin on the day’s inflation data and the electricity price hike. Chatting to Lindsay Williams…. »
The Big Picture
Lindsay Williams talks to the Head of Global Strategy at Investec Asset Management in London. On the agenda, US politics, Chinese growth, inflation, bonds, PIGS, and… »
The BIG Picture
Michael Power, international investment strategist at Investec Asset Management, runs through his fascinating predictions for 2010. It’s the Power Point Presentation 2010, hosted by Lindsay… »
SA manufacturing
Dress it up as much as you like, the local manufacturing sector is still poorly. Compare it to the rampant Indian economy, and we look rather pathetic. Andre Roux of Investec Asset Management picks through the numbers and tries to extract a cause for optimism. In conversation with Lindsay… »
The BIG Picture
Jeremy Gardiner, director at Investec Asset Management, looks back at a turbulent 18 months with a circumspect and realistic eye. He also has a stab at predicting how 2010 will pan out. Plus, his ideas on how the world’s biggest sporting event will be hosted by an expectant and increasingly excited South Africa. Jeremy is… »
The Big Picture: 2009 Special
Michael Power spent 150 days on the road last year, selflessly evaluating other countries’ economies on behalf of Investec Asset Management and ourselves. He’s illuminated our airwaves and cyberspace for the last year with his articulate and erudite commentary on the events that shaped the world during the year that’s almost passed. Listen to his… »
Credit tumbles, trade deficit soars
Not since England won the World Cup (football that is) has South African credit extension registered a negative print. But on Monday the SARB revealed that in October credit extension to the private sector FELL 0.4% year on year. What are the implications? And what about the trade deficit? A massive R6.71 billion deficit was… »
The Big Picture
Beware the V shaped recovery. So says Max king, strategist at Investec Asset Management in London. But why? Surely the quicker we get out of this mess the better, and surely a V is better than a W or a U? Have a listen, it’s… »
Howzit China
Obama’s in China, having had a few warning shots fired across his bows by the newly emboldened top brass at the soon to be Superpower. What’s the President there for? Is it just a currency chat, or is it to keep one of the US’s key benefactors happy? Our resident China expert gives us his… »
Exchange Rates
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