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Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.

Sylvester Kobo from STANLIB argues debt stabilisation and a widening primary surplus strengthen the case for investment-grade status within three years.

Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains firmly driven by resources. Sylvester Kobo of STANLIB Asset Management assesses the state of SOE bond issuance and where the real opportunities lie in fixed income. And Simon considers the positive wealth implications of the latest budget – a notable shift after decades of little meaningful change.

Schalk Louw from PSG Old Oak weighs in on Spar after the stock shed a quarter of its value in the week following the CEO’s sudden departure. He also unpacks solid results from Spur and reflects on a market that, as we close out month two of the year, remains firmly driven by resources. Sylvester Kobo of STANLIB Asset Management assesses the state of SOE bond issuance and where the real opportunities lie in fixed income. And Simon considers the positive wealth implications of the latest budget – a notable shift after decades of little meaningful change.

‘We have certainly been able to take advantage of the good conditions we have had on the SA vehicle side’ – CEO Ockert Janse van Rensburg.