[TOP STORY] SA bonds more compelling than equities on a relative asset basis

‘There are clearly signs that the economy is slowing down. ... Wall Street and Main Street are showing two very different things at the moment’: Craig Antonie – AnBro Capital Investments.

Independent analyst Carmen Mpelwane shares her top sector picks for the second half of the year.Craig Antonie, CIO of Anbro Capital Investments, discusses market concentration, noting that only a few stocks are driving indices higher. Simon offers his thoughts on directors buying and selling shares.

‘Chinese local brands are offering good value ... and in many cases copying and out-competing Westerners, offering really superior products’: PSG fund manager Philipp Wörz.

Independent analyst Jimmy Moyaha discusses Bidvest's plans to sell its bank and acquire a Canadian cleaning business. Philipp Wörz from PSG Asset Management presents the investment case for China. Adishan Naidoo from Standard Bank introduces two new structured products focused on Emerging Markets and Global Growth.

It is a diversification play because it allows traders exposure to a broader market segment than gravitating to one individual asset, explains Rob van Eyden – CEO, Scope Markets SA.