Strykes in Boston

  Market Scorecard The Kim and Donald meeting seemed to go well this morning, there was plenty of hand shaking and smiling for cameras. They also signed some form of agreement; we are not sure what it is though. Nobel Peace Prize on its way? I glanced at a graph of the RSA 10-year yield … Continue reading Strykes in Boston

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Vodacom Goes on Safari

  Market Scorecard News that Trump wants to intervene to keep Chinese company ZTE operating, was interpreted by the market that trade negotiations between the US and China are progressing positively. For the last hour, Bloomberg has been on in the background, they have repeatedly shown an interview with Turkish president Recep Tayyip Erdogan, where … Continue reading Vodacom Goes on Safari

Yebo Gogo

"Whilst Vodacom is not a broad part of our client portfolios, it certainly does have an important place. Even if earnings don't show material moves higher, the company is likely to continue to show good dividend growth. In an increasingly volatile world, locally that is. Having said that, the company still has a large portion … Continue reading Yebo Gogo

Live from Greece

"In Athens you can definitely see the battle scars of the boom to relative bust scenario, there are shops boarded up, a few political spray paintings and signs (some look communist), generally people are going about their business. The infrastructure looks really good in some places, and really poor in others." To market to market … Continue reading Live from Greece