Turn Down For Watch

  Market Scorecard Yesterday Brent Crude broke above $80 a barrel for the first time since 2014; mostly due to supply-side constraints, think Iranian sanctions and a failing Venezuela. Looking to Washington, where a Chinese delegation is meeting with US representatives, the rumour is that China has offered President Donald Trump a $200 billion reduction … Continue reading Turn Down For Watch


Nike Soars

  Market Scorecard Two of our biggest holdings on the local market had a great day yesterday, Aspen was up 4.5%, and Naspers was up 5.2%. For Aspen their Chinese milk formula business looks to be worth more than people thought (Aspen's Infant Formula Unit Is Said to Draw Reckitt, Perrigo) and Naspers shot up … Continue reading Nike Soars