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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.

Some of the content below — articles in the Opening Bell and Analysis sections — may be for BDlive subscribers only.

Resilient Property Income Fund

Opportunity calls, but the timing is key

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


Opening Bell and Opinion


Investors Monthly

Economy Watch: Inflation, low growth — SA needs reshaping

The Reserve Bank in Pretoria. Picture: FINANCIAL MAIL

Following the MPC’s 50bp hike in January and further 25bp hike in March, financial markets are pricing in a chance of around 80% that the committee will hike again in May

Investors Monthly

Opening Bell: Expensive earning from learning

Picture: THINKSTOCK

The private education sector is one of the few sweet spots in the local economy. But punters might think twice about paying its premium prices

Investors Monthly

Trade of the Month: Crookes vs Zeder

Zeder Investments CEO Norman Celliers

A ‘plougherful’ play might be to go short on Crookes and long on Zeder

Investors Monthly

Investment Briefs: Best and wurst of times

IM was amused to note that a fight broke out between shareholders at — of all places — the hallowed surrounds of automotive giant Daimler’s annual meeting

Investors Monthly

Overview of the Month: Better time for equities; rand bobs about

Picture: GALLO IMAGES/FOTO24/LOANNA HOFFMAN

Recovery in the all share coincides with a better month for developed market bourses and rand faces another volatile quarter

Investors Monthly

Panama prompts a push

Panama Bay in Panama City, Panama. Picture: EPA/ALEJANDRO BOLIVAR

Locally and globally, the move to clamp down on undisclosed foreign revenue has been accelerated, writes Johann Barnard

Grand Parade CEO Alan Keet. Picture: SUPPLIED

Q&A: Taking a chance on a fatter future in food

The market’s had about as much appetite for Grand Parade shares as you might for a stale Burger King bun. The casino business is still minting cash but the company is pushing into restaurants instead. IM’s Giulietta Talevi spoke to CEO Alan Keet

Opinion

Editor’s Note: Fulfilment and reward from a change of course

What I would really like to initiate at this magazine is an open dialogue with readers. We need to know what you want us to cover

Opinion

Talking Technicals: Some hope for the currency

Picture: BLOOMBERG/WALDO SWIEGERS

Risks may already be priced in, writes Garth Mackenzie

Investors Monthly

Heads down and hang on

A trader works on the floor of the New York Stock Exchange in the US.  Picture: REUTERS/LUCAS JACKSON

There aren’t any sure-fire, obvious routes for wealth managers to take on behalf of their clients, writes Johann Barnard


Features


Shalin Bhagwan. Picture: SUPPLIED

Bonds don’t have to hurt

There’s a mad scurry to get our economic house in order and prove to the ratings agency that we’re worthy of our investment-grade credit rating. As Stephen Gunnion reports, even if we join Brazil in the junk bracket, not much may change for bond investors

Investors Monthly

A wealth of disruption

Picture: THINKSTOCK

New technologies will help investment managers to combat risk

Investors Monthly

ETF Watch: More offshore funds coming

Picture: THINKSTOCK

A big competitor is on the way to SA — how will the locals respond?

Picture: QUICKPIC

The good buy that wasn’t

Labat cancelled a deal that was all but sealed after it became clear that projections would not be met, writes Larry Claasen

Investors Monthly

The weight of affluence

Michael Sassoon. Picture: FINANCIAL MAIL

Regulations, technological threats and the funds in their care put pressure on wealth managers, writes Johann Barnard

Investors Monthly

Analysis: Unit trusts — Medium of growth and security

Picture: Investors Monthly

Medium equity funds provide a good trade-off between capital growth and capital security


Analysis


Howden Africa CEO Thomas Barwald. Picture: FINANCIAL MAIL

Howden Africa: Demand may be low but there’s cash in there

Howden Africa is enduring some tough trading conditions, but remains reassuringly profitable and still boasts a well reinforced balance sheet

Investors Monthly

MiX Telematics: Dollar earnings and dependable growth

Picture: THINKSTOCK

Vehicle tracking and fleet management group has been making inroads into the US market but it is not overselling its obvious exchange rate advantage

Investors Monthly

Vunani: Good recovery, but still with a long way to go

Vunani CEO Ethan Dube. Picture: FINANCIAL MAIL

The one-time darling of the JSE’s junior exchange, AltX, it has been finding its feet after it had the stuffing knocked out of it by the 2008 financial crisis

Investors Monthly

KayDav: A dependable business that has scope to expand

Wood panels. Picture: ISTOCK

KayDav has managed, under trying circumstances, to churn solid earnings and dividends for the past five years

Investors Monthly

Trans Hex: Aiming to get back to best friend status

Picture: THINKSTOCK

MCubed Holdings’ decision to take a 26.18% interest in long underperforming diamond miner Trans Hex could be the beginning of a much-needed shake-up of the company

Investors Monthly

Sibanye: Glittering bottom line and a hunt for assets

Sibanye Gold CEO Neal Froneman. He expressed doubts about the viability of listing two Amplats mines. Picture: MARTIN RHODES

As a standalone gold producer, the increase in the bullion price should allow Sibanye to pump R5bn-R6bn in additional revenue in financial 2016

Investors Monthly

Redefine: Polish acquisitions to add shine to Redefine

Andrew Konig. Picture: TREVOR SAMSON

It seems investors are finally buying into Redefine’s transformation. The share price is up more than 20% since January 21

Standard Bank

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