The October 2019 edition of Fundamentals, our thought leadership newsletter, is now available.

Download The Full Publication: Fundamentals October 2019 (PDF | 3 MB)

In this edition:

ECONOMIC OVERVIEW AND OUTLOOK - JOHANN ELS

The global economy can no longer be expected to be more balanced and synchronised due to the impact of the prolonged trade war.

Download: Economic Overview & Outlook - Johann Els (PDF | 2 MB)

INVESTING WELL IN TIMES OF ABUNDANCE AND SCARCITY - ZUKISA PITYANA

WBHO is an investment case in the construction sector that has survived the highs and lows.

Download: Investing well in times of abundance and scarcity - Zukisa Pityana (PDF | 1 MB)

SOUTH AFRICA FROM A GLOBAL INVESTOR'S PERSPECTIVE - URVESH DESAI

Sticking to long term investment goals and incorporating appropriate diversification strategies is often best for investors in approaching a challenging environment.

Download: South Africa from a global investor's perspective - Urvesh Desai (PDF | 1 MB)

ATTRACTING LONG TERM PRIVATE EQUITY OPPORTUNITIES IN SOUTH AFRICA - CHUMANI KULA

Astute investment decisions in a challenging operating environment can unlock sizeable opportunities.

Download: Attracting long term private equity opportunities in South Africa - Chumani Kula (PDF | 1 MB)

OPENING THE DOORS OF LEARNING IN SOUTH AFRICA - KELLY JOSHUA

Independent and affordable schooling solutions can reduce barriers to receiving a worthy education.

Download: Opening the doors of learning in South Africa - Kelly Joshua (PDF | 1 MB)