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South Africa

Feb 07 2014

Can The EM Problem Spread To DM? Yes, If It Gets Bad Enough

  • Feb 7, 2014

The current EM weakness is not yet a full-blown crisis but, if it does become one, it will drag down developed economies too.

Jan 08 2014

Emerging Markets: Dismal 2013, Hopeful 2014

  • Jan 8, 2014

What worked, what didn’t; what you need to consider for investing in Emerging Markets this year.

Sep 10 2013

Navigating Reversals In The Emerging Markets

  • Sep 10, 2013

Identifying opportunities given this summer’s momentum reversals and currency vulnerabilities.

Aug 05 1992

View from the North Country

  • Aug 5, 1992

Politics and the Stock Market...Fiscal Reform the Hard Way...What's Up With Gold (Not Much except a Weak Dollar)...Eskom (South Africa's Electric Utility) Bonds: A 20% Yield with Some Risk As Well

Dec 03 1985

Update: South African Hit List Index

  • Dec 3, 1985

This is an index developed in the summer of 1985 made up of U.S. stocks potentially most subject to South African divestiture selling pressure. It includes companies given bad Sullivan ratings and those who have not become signatories. A.D. Little released new Sullivan ratings Nov. 1 and there have been a number of changes.

Sep 03 1985

An Index of Primary South African Divestiture Candidates

  • Sep 3, 1985

New Jersey’s recent legislation requiring state pension fund divestiture of South African connected stocks may be a landmark. We have compiled a list of 73 stocks that may well be the primary targets for additional divestiture selling by other funds, our Divestiture Hit List.

Sep 03 1985

Gold and Gold Stocks

  • Sep 3, 1985

Prudent investors should include gold in their long-term portfolio asset mix considerations. Most don’t, but they should. However, our intermediate term outlook for the price of gold is not all that optimistic. Nevertheless, we think the aggressive investor is currently being presented with an attractive capital gains opportunity in South African gold shares.

Aug 02 1985

Update: South African Connection Stocks

  • Aug 2, 1985

There have been a number of requests for more information on companies doing business with and investing in South Africa. We have spent considerable time over the past month on this investment morality play. Public pension funds are under increasing pressure, but I am coming to believe the ultimate course will be a boycott against buying offending companies, not divestiture.

Jul 01 1985

View from the North Country

  • Jul 1, 1985

South African Divestiture: The campaign against investing in companies doing business with South Africa is rapidly building momentum…TV Tulips: Recent prices paid for commercial TV properties may be tulip bulb prices… Will It Take a Crisis?: I am just about convinced that only a crisis can bring meaningful fiscal reform.