Sasol to sell part of Lake Charles project as it mulls rights issue – Business Live
Chemicals and energy group Sasol has entered into a $2bn (R33bn) agreement to sell part of its Lake Charles business to multinational chemicals group LyondellBasell. By Karl Gernetzky and Allan Seccombe with insights from Abdul Davids – portfolio manager at Kagiso Asset Management. view article
Mondi’s earnings slip despite cost cuts – Business Live
Analysts, however, are positive about the paper and packaging group, saying it is well run, cash flow generative and resilient. Article by Karl Gernetzky with commentary by Dirk van Vlaanderen – portfolio manager for Kagiso Asset Management. view article
Boutiques are better…right – Blue Chip
The debate about whether it is better to invest in a boutique manager or a larger more established manager has been argued for years. It joins the list of value vs. growth, onshore vs. offshore, small cap vs. large cap, flat fee vs. performance fee and many other hotly contested comparisons. James Downie addresses the […]
