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An overview of crypto investing and the events which transpired at FTX, followed by an investment case for Distributed Ledger Technology.
An overview of crypto investing and the events which transpired at FTX, followed by an investment case for Distributed Ledger Technology.
As cyber criminals continuously adapt to the challenges they are faced with when trying to access sensitive information, there will continue to be a need for innovation and development within cybersecurity. Organisations will not be able to afford to go uncovered and investments into their own security will continue. By 2026, the cybersecurity industry is expected to be around USD 345.4 billion. By including cybersecurity as a theme within portfolios, investors stand to benefit from this growth.
Although climate change is always a hot topic, recent weather patterns have highlighted its impact on the world. The closer we get to Global Day Zero and the more realistic 2012 seems, humanity will be forced to act on then necessary changes. These changes will be permanent and as investors we should position ourselves to benefit from them.
Taking over all headlines at the beginning of 2022, the Russia Ukraine tension seems to have taken a back seat as the world encounters the politics of billionaires, the fear of EU instability and temperamental weather. The war however is far from over, with conflict exacerbating the rise of inflation and supply challenges. Hot on the press for the month of April was Elon Musk’s hostile takeover of Twitter, as well as the French election and devastation in KwaZulu Natal.
Tensions between Ukraine and Russia are at their highest in years. As talks between the nations involved continue, it is important to stay abreast of developments and monitor these, as well as any additional implications which may affect global economies.
A review of recent international developments, with added commentary on our Best Investment View portfolio.
As we slowly inch towards year end and quietly amongst ourselves hope for a relaxed festive season, economic and market developments are certainly cause for much excitement. November was all but a quiet month: rate hikes, a renomination at the Fed, Black Friday and a new variant of the Coronavirus; much to keep us focused. Read our last newsletter for 2021 by Ashley Knight, CFA, below.
In this month’s newsletter, Ashley Pedlar, CFA, gives a quick update on relevant tech news.
News headlines over the past month have been focused on China’s clampdown on big tech firms and the larger implications for international investors. With Naspers and Prosus being such a large part of our local exchange, and the majority of their value being derived from Chinese tech company Tencent, Ashley Pedlar, CFA, discusses why it is important to understand how this could potentially impact South African investors.
A recap of the recent budget speech. Overall, the government is aiming to reduce the budget deficit and stabilise the debt-to-GDP ratio. Over the past year, the budget deficit has doubled and the shortfall in revenue is approximated at R 213.2 billion. At current levels, this number is projected to increase, resulting in financing costs of R 338.6 billion for the 2023/2024 period. The Treasury has noted this fact and have based their strategy thereon with the aim to “return public finances to a sustainable position”.
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