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Investors Monthly is a magazine published by Times Media, Media Division included in the Financial Mail on the last Thursday of the month.




Opening Bell and Opinion


Investors Monthly

Which way to wealth?

In modern capitalist countries, amassed economic power defines the royalty of the day, says the writer.  Picture: THINKSTOCK

The classic debate about investment approaches does have some common ground, writes Johann Barnard

Investors Monthly

Tracking resource recovery

Sasol ’s natural gas venture in Mozambique that was inaugurated in 2004. Picture: REUTERS

Impala and Sasol are showing signs of a rally, writes Karin Richards

Investors Monthly

Economy Watch: Too soon to celebrate Moody’s decision

Picture: REUTERS

Unlike Fitch and Standard & Poor’s, Moody’s rating is two notches above sub-investment grade

Investors Monthly

Opening Bell: A selection of bricks and mortar

Picture: THINKSTOCK

One firm is focusing on strong returns, another looks to gain from online retailing and the third has been battling to increase profits

Investors Monthly

Pick of the Month: Blue Label Telecoms

Blue Label Telecoms joint CEO Brett Levy. Picture: MARTIN RHODES

Just as the Indian operation, Blue Label’s Mexican operation has been built up with considerable patience

Investors Monthly

Investment Briefs: Silence is Golding

Marcel Golding.  Picture: ROBERT TSHABALALA

Marcel Golding might well be out to prove that his corporate acumen is not limited to media matters only

Picture: SUNDAY TIMES

Property Investment: Mauritius worth another look

South Africans looking to buy a cross-border holiday or retirement home, with the added benefit of qualifying for permanent residency should take a fresh look at Mauritius

Opinion

Editor’s Note: At last, KWV investors can open that bottle

Consumer brands doyen Viv Imerman’s offer to acquire KWV’s operational assets is a huge moment for patient deep value investors

Opinion

Talking Technicals: What we learn from an index

Picture: SHUTTER STOCK

For now the higher probability outcome looks to favour a stronger dollar

Investors Monthly

Trade of the Month: DBX Euro vs DBX US

Deutsche Bank. Picture: REUTERS

Investors who want to go offshore have a difficult choice between regions


Features


Ellies CEO Wayne Samson. Picture: Russell Roberts

Still battling to get a clear picture

There is hope for plenty of work when the new TV broadcast technology comes into operation

Investors Monthly

Edging into bond markets

Minister of Finance Pravin Gordhan. Picture: THULI DLAMINI

SA rally has underperformed its emerging market peers, a significant change from its outperformance of most of its peers over the past decade, writes Stafford Thomas

Investors Monthly

Little help for small investors

Picture: ISTOCK

A court judgment has drawn new outlines for the fair treatment of minority shareholders, writes Ann Crotty

Chichi Maponya.  Picture: JEREMY GLYN

New markets in town

The JSE won’t be the only choice for companies looking to list in SA, writes Moyagabo Maake. New contenders say they offer something different

Investors Monthly

Active? Passive? Two viewpoints to consider

Standard & Poor's in New York. Picture: REUTERS

Numbers tell different stories depending on your approach

Investors Monthly

Hulamin: Tesla deal shows plenty potential but no detail

Hulamin chairman Mafika Mkwanazi. Picture: ROBERT TSHABALALA

Company’s reluctance to disclose details of the deal with Tesla’s Elon Musk has left some investors fretting


Analysis


Picture: MICHAEL ETTERSHANK

Overview of the Month: Mining stocks remain the favoured flavour

The resources 10 index climbed 12.5%. At end-April the index was up 26.8% over the year as gold and platinum prices continued to rally

Investors Monthly

Holdsport: Time on sidelines has been good for retailer

Holdsport CEO Kevin Hodgson. Picture: FINANCIAL MAIL

Company’s track record has been exemplary, and directors make a concerted effort via investment presentations to communicate with the market

Investors Monthly

Opportunity calls, but the timing is key

Resilient Property Income Fund

There are mixed feelings about how JSE-listed property companies’ new-found infatuation with emerging countries in Central and Eastern Europe will play out, writes Joan Muller

Investors Monthly

Analysis: Financial Services Funds — Why property is so popular

Picture: THINKSTOCK

Property is an asset class in its own right and investors buy property for yield as an alternative to bonds

Investors Monthly

Datatec: Slower global market but diverse revenue sources

Jens Montanana. Picture: MARTIN RHODES

Having diverse geographical operations shields Datatec from being dependent on one market but also leaves it vulnerable to fluctuations in its reporting currency

Investors Monthly

CIG: Africa projects help keep strong growth on track

CIG CEO Raoul Gamsu. Picture: FINANCIAL MAIL

Consolidated Power Projects’ expansion into markets outside SA, especially in Africa, has been vital to Consolidated Infrastructure Group’s growth

Investors Monthly

Nu-World: Wobble in Australia but revenue keeps coming

Picture: ISTOCK

Nu-World might be doing well domestically but there are some troubling issues with its cross-border operations, which account for about a third of its revenue

Standard Bank

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