16 September 2013 The Fed announces a program of tapering its bond purchases at the conclusion to this Tuesday/Wednesday’s meeting. This remains the most important even of the month and arguably the year. In current market conditions, the longer term Capital Accumulators and Capital Escalators, remain attractive investment vehicles to gain equity exposure. Coupling the …
In our view the highest probability trade would be the medium to longer term PII Resi. There is a clear demand for large cap resource stocks right now, most likely because they’ve been so beaten down for so long. The general market remains vulnerable right now, but the overall strategy is to be buying on …
2 September 2013: Markets buoyed by manufacturing data out of China Markets are trading higher this morning, the JSE up +350 points on Fridays close. The US holiday presumably means quiet trading conditions and a limited reaction to the data releases that we see out of Europe. Cappings continue to look attractive over the medium …
