19 Oct WATCH: The Business of Money and Hot Stocks Friday 15th October
Kyle Wales of Flagship Asset Management discusses China Real Estate, the Global Economy, Energy and Crypto with Bronwyn Nielsen on The Nielsen Network” ...
Kyle Wales of Flagship Asset Management discusses China Real Estate, the Global Economy, Energy and Crypto with Bronwyn Nielsen on The Nielsen Network” ...
Watch Flagship Global Portfolio Managers Pieter Hundersmarck and Kyle Wales review the 3Q 2021, focusing on recent events in China as well as new opportunities in Europe. Watch Now View Presentation...
Kyle Wales of Flagship Asset Management discusses what China’s recent crypto ban means for the currency globally with Khaya Sithole on Power Business. ...
Kyle Wales of Flagship Asset Management discusses why the JSE has missed out on the 2021 global IPO surge with Alishia Seckam on Business Day TV. ...
As published by Sanlam Glacier on 17 Sept, 2021 by Pieter Hundersmarck Admitting defeat on a share is psychologically difficult. It helps to have a process of reviewing and selling when your original thesis changes. The disposition effect relates to the tendency of investors to sell assets...
As published by Sanlam Glacier on 10 Sept, 2021 by Kyle Wales Investment cases are distinguished depending on the market inefficiency they aim to exploit. While each is unique, investment cases can be grouped into a surprisingly small number of fundamental investment strategies. The profit to be...
As published in Citywire on 1 Sept, 2021 by Pieter Hundersmarck To be positive on the JSE All Share index you need to be positive on mining, negative on the rand (as a strong rand hurts miners’ profits) and positive on a beer company, a tobacco...
Kyle Wales shares his thoughts on investing in Nigeria in an article written by journalist Sasha Planting, published in Business Maverick on 29 Aug, 2021 Investment in Africa’s most populous country is not for the faint-hearted, and among South African companies there are more failures than successes. Is it worth the...
As published in FA News on 23 Aug, 2021 by Pieter Hundersmarck & Kyle Wales Spurred on by increasingly positive economic data, stocks continue to reach new highs in the U.S. It is easy to get caught up in market euphoria and make investments you may...
As published in Business Day on 22 Aug, 2021 by Pieter Hundersmarck The wide-ranging crackdown across e-commerce, music streaming, food delivery and gaming have damaged China’s – until now – world leading technology sector. U.S. technology companies are watching with delight. The clumsiness of the crackdown was...