12 May: Did we, or did we not, that is the question.

ZAR took a real beating yesterday on the back of an allegation that SA supplied arms to Russia. It should be a simple … yes or no. With ZAR volatility, Clarity empowers you to manage through it.
ZAR -> USD -> USD Savings (earning 3% in USD) in under a minute.

10 May : Depressed property

Property counters in SA has never recovered from the big valuation adjustment through Covid 19. Property counters are not only trading at big discounts to NAV but also at attractive dividend yields of significantly above 10%.

5 May: Taking a bite out of the BIG APPLE

Apple released results last night that beat estimates across the board on the back of better iPhone sales in the US and abroad. Total Revenue came in at $94.8bln ahead of the analyst estimates of $92.6bln. CEO Tim cook also singled out India as the most populous country in the world now plays a more […]

14 Mar : Is it SVB or VBS …

Within our South African context we’ve read about the VBS scandal enough to appreciate how 3 letters can make you break out in a cold sweat (mostly due to anger at the blatant corruption and lack of consequences). But this is not just a tale of South Africa, the headlines over the last week has […]

20 Feb : Balloons – the party is over

As with so many events, something that seemed small and insignificant often is the tipping point. That seems to be the case now with the Chinese balloon shot down over US territory. Diplomatic relationship between the 2 world super powers are already frayed, with the Ukraine war and Taiwan adding to the tensions. Investing during […]

14 Feb : Inflation and ZAR

Get a Clear Picture of the Financial Markets with Clarity’s Humming Post With the Rand breaching R18.00 to the USD, import inflation will become a more persistent problem in South Africa. While we are not in a recession, banks should be a good place to hide and a softer USDZAR will always be good for […]