Camissa launches new balanced fund focused on SA assets – Citywire

Camissa Asset Management on Tuesday launched a new fund, the Camissa SA Balanced fund, which is a building block fund aimed at investors looking for a locally balanced portfolio. Article by Justin Brown with comment from Gavin Wood – chief investment officer for Camissa Asset Management. view article

Bad news for fiscus as Amplats warns profit could plunge R20bn – Business Day

Anglo American Platinum (Amplats) has warned that its half-year profit is likely to plunge by as much as R20bn on weak metal prices and lower production — further evidence that the taxman will collect less from the mining industry. Article by Andries Mahlangu and Nico Gous with comment from Mandi Dungwa – portfolio manager for […]

Mr Price to undertake big clear-out and diversity – Sunday Times

Mr Price Group aims to clear excess stock of its apparel brands that have piled up as a result of electricity blackouts that cut trading hours. It is also seeking to diversify, grow its new acquisitions and open standalone stores for children’s clothing. Written by Thabiso Mochiko with insights from Mohamed Mitha – investment analyst […]

Telkom: state might not sell – Sunday Times

Communications ministers wants to hang on to stake while the board sees proposed offer as far below market value. Article by Thabiso Mochiko with commentary from Aslam Dalvi – portfolio manager for Camissa Asset Management. view article

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