Morningstar names finalists for 2021 SA Fund Awards – Moneyweb
Morningstar has announced the finalists in the 2021 South Africa Fund Awards. The awards ceremony is usually held in February or March, but there will be no live event this year due to Covid-19. As in the past, the awards are limited to just seven fund categories, based on risk-adjusted performance. There are also two […]
Did Sasol sell its potential for growth? – The Sunday Times – Business
Sasol, which flirted with disaster in March last year when its share price went into free-fall amid a global oil price collapse and concerns about spiralling debt, is back in calmer waters. By Nick Wilson with comments by Abdul Davids – portfolio manager at Kagiso Asset Management. view article
Bidcorp upbeat on markets recovery – Business Day
Confident of a rebound in key markets, Bidcorp, the global food services company spun off from Bidvest in 2016, held on to its interim dividend even though a good start to its half-year was derailed by another wave of Covid-19 infections. By Karl Gernetzky with insights from Mohamed Mitha – investment analyst at Kagiso Asset […]
A new ‘commodity supercycle’ is lifting the JSE – Daily Maverick
The likes of JP Morgan and Goldman Sachs are calling the start of a new global commodity supercycle. Does that mean boom times for South African resource stocks? By Sasha Planting with commentary by Abdul Davids – portfolio manager at Kagiso Asset Management. view article
Raging Bull Awards 2021 – all the winners! – Money Marketing
The Raging Bull Awards 2021 took place on the evening of the 2nd February. Up for grabs were 30 certificates for the best funds in their categories and eight Raging Bull trophies for the top-performing funds for performance to the end of 2020, with the highlights being the Offshore Manager of the Year and the […]
Gold Fields hires ex-Amplats boss Chris Griffith as CEO – Fin24
Gold Fields named former Anglo American Platinum boss Chris Griffiths as its new chief executive office as the company seeks a solution for its last gold mine in South Africa. Written by Felix Njini with commentary by Mandi Dungwa – portfolio manager at Kagiso Asset Management. view article
Veteran mining dealmaker plots M&A push before retirement – Moneyweb
South African mining dealmaker Neal Froneman is considering retiring in two to three years time, but would first like to double the size of Sibanye Stillwater. Article by Felix Njini with commentary by Mandi Dungwa – portfolio manager at Kagiso Asset Management. view article