Apparently global growth is never going to materialise again. In such a world you certainly don’t want to own resource companies. Not my thinking ….but certainly what the markets are suggesting....

This weekend saw a new round of Greek violence as their Parliament voted in favour of another round of austerity measures. Greeks have endured a quality of life which was not underpinned by econom...

Being a US president is really tough. The American people hold you accountable for the success of an economy which is often the design of your predecessors....

Italian media is praising De Falco as a hero and it seems that many Italians are now holding him up as a role model for leadership in Italy...

Fitch downgraded South Africa's outlook from stable to negative. This comes shortly after S&P downgraded some Europeans as well, notably France (actually downgraded). How relevant are these downgr...

Investors somehow decided to remember that there is actually a debt crisis in Europe. Whereas the year started with a pro-growth mindset amongst investors, this seems to have now turned into caution a...

It is amazing to see how much sentiment has changed this year. What was a seemingly hopeless European situation last year seems to have been replaced with mild optimism. Although the fundamentals ...

Sentiment seems to have turned but for how long remains to be seen. The SA markets gained 6.11% and the S&P 500 has gained 4.64% in Dollar terms YTD (23/01/2012)....

Its with interest that I read the following article this weekend http://www.cnbc.com/id/45443117. For those who don’t want to read the full article it sug...