Daily Market Review

Daily Market Review

Friday, 01 March 2024 US equity markets closed higher, recovering from a midday slump to close near the best levels. Semiconductors, banks, media, auto parts, metals & miners, and real estate outperformed. Pharmaceuticals, medical technology, insurance, personal care, airlines, tobacco, and energy equipment underperformed. The PCS inflation report was in line with expectations. Pending house…

What can the South African government learn from the Turkish Lira’s collapse?

What can the South African government learn from the Turkish Lira’s collapse?

How does a currency lose nearly 20% of its value in a day? Once a country’s Central Bank can no longer make key policy decisions with full independence from the political parties at power, the actual grading of that currency’s investment status deteriorates at such an astronomical rate which causes an enormous sell off as…

Section J12 is gone, are there any other alternative investments out there?

Section J12 is gone, are there any other alternative investments out there?

What is an alternative investment? Generally speaking, investments in alternative assets are generally unlisted and less liquid forms of investments, meaning that the investment takes longer to sell at the price you want to sell at given that there are less market participants making that specific market more illiquid. These types of investments can be…

Listed Securities Watchlist – November 2021

Listed Securities Watchlist – November 2021

ASPEN PHARMACARE HOLDINGS LTD Business Profile Aspen Pharmacare Holdings Ltd. manufactures and supplies branded and generic pharmaceutical products. It operates through the Commercial Pharmaceuticals and Manufacturing segments. The Commercial Pharmaceuticals segment consists of the following business sub segments: Sterile Focused Brands, which includes the Anesthetics and Thrombosis portfolios; and Regional Brands, which are products that…