News flash News Flash – The New Normal

News Flash – The New Normal

While 2020 has been a year unlike any other and we certainly hope that we are through the worst of it – the infection rates, the lockdowns, the economic impact, the fear and the uncertainty – perhaps we need to realise that this is potentially the new normal and not just an isolated bump in the road.…

News flash News Flash - Winners and Losers

News Flash – Winners and Losers

This week’s theme focuses on success and regress over the past week within corporate and country specific contexts. Ironically, we feature the Tesla share price as a loser, although we continue to support the profound innovation and global disruption emanating from the company itself. Conversely, traditional homegrown South African grocer Shoprite, delivered a most impressive…

News flash News Flash - Doing more with less

News Flash – Doing more with less

This week’s global news focuses on a somewhat positive aspect of the Covid-19 pandemic – the acceleration in adapting and developing technologies that can minimise the impact on the environment: France is allocating a significant portion of newly available funds to green technology; Amazon is making progress in overcoming legislative hurdles to enable it to…

News flash News Flash – Change

News Flash – Change

Amazon, Microsoft, Facebook and Tesla are notable beneficiaries of the accelerating trend towards a digitalized economy. This week it was announced that the world’s richest man is now also the world’s first $200 billionaire. Amazon CEO Jeff Bezos broke the wealth barrier on Wednesday as the shares of his company continued to surge on skyrocketing demand for online…

News flash News Flash - Game of Shapes

News Flash – Game of Shapes

Since the heavy crash and subsequent rally in global equity markets in the first half of this year, many investment market participants have been asking about the extent and timing of the recovery from the rapid and devastating impact of the fight against the spread of the Covid-19 virus. These questions are often based on…

News flash News Flash - The Enemy Lies Within

News Flash – The Enemy Lies Within

This week bore witness to various political leaders pursuing personal and party agendas above all else, risking the prosperity of their own countries in the process. From the closure of US and Chinese consulates, to President Trump’s protectionist election campaign, and President Xi Jinping’s clashes with India, Britain, Canada, and Australia, the scale of disruption…