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Articles tagged as "China"

Trade wars

By Sandy McGregor on 29 Jul 2019

In recent months, we have observed increasing uncertainty and concern among our clients about what impact rising international tensions, particularly the tra...

Global business conditions deteriorate

By Sandy McGregor on 12 Jul 2019

Negative news about the global economy persists. Purchasing manager indices continue to signal a widespread deterioration in business conditions. Even in the...

Global slowdown continues to take its toll

By Sandy McGregor on 26 Apr 2019

The synchronous global slowdown, which commenced in the last quarter of 2018, continues to take its toll. While Europe is not in recession, it has returned t...

Our Tencent(s) on VIE structures

By Radhesen Naidoo on 11 Mar 2019

As at 28 February 2019, Naspers made up just over 18% of the FTSE/JSE All Share Index. Because of its dominance, including or excluding the share will have a...

Orbis Global Equity Fund: Unpacking recent performance

By Stefan Magnusson on 17 Oct 2018

As bottom-up stockpickers, we don’t pay much attention to benchmarks or to what other investors are doing. Instead, our investment decisions are based on...

Global growth accelerates but emerging markets under pressure

By Sandy McGregor on 05 Oct 2018

Following a slower first quarter, the rate of global economic growth accelerated during the Northern Hemisphere summer, with Europe being the only notable...

Are you overly exposed to China?

By Duncan Artus on 13 Jun 2018

As South African investors we are very tuned into the local political and economic risks that we face. But what about the less obvious risks?

The global opportunity set

By John Christy on 24 Jan 2018

Orbis does not invest in "the market". Instead, they focus entirely on finding the most compelling individual opportunities on offer. There's no better way t...

Invest in stocks with dividends, but put stop losses in place

By Todd Buchholz on 01 Sep 2017

It is always a good time to invest, the question is where...

Discipline is key

By Graeme Forster and John Christy on 31 Dec 2015

The Orbis Global Equity Fund (the Fund) lagged the MSCI and FTSE World Indices in 2015, extending a period of underperformance that began in early 2014. As...

A tale of two crises

By Tamryn Lamb on 24 Aug 2015

Greece and China have dominated financial headlines since March. With fear running high, we try to remain focused on the relationship between the price and...

Finding value in global markets

By Seema Dala on 31 Mar 2014

Emerging markets have come under intense focus so far this year and while the main worries have centred on countries such as Argentina and Turkey, the market...

The trend is your friend till it bends at the end

By Duncan Artus on 24 May 2012

For some time we have been concerned about the sustainability and unbalanced nature of consumption growth in South Africa. I don’t believe you can consume,...

It is the price you pay that counts, not the headlines

By Andrew Lapping on 31 Dec 2011

People enjoy stories; they are fun. This is true in all facets of life, including investing. Investors often have stories to tell about individual equities,...

An alternative view of commodity demand and supply

By Mark Dunley-Owen on 30 Jun 2011

In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...

China's Malthusian challenge

By Sandy McGregor on 31 Mar 2011

Two years since the global financial crisis and commodity prices are back at the record levels of June 2008. This growth has been about five years quicker th...

Happy equilibrium

By Duncan Artus on 30 Sep 2010

Duncan Artus discusses the implications of the growth in the local asset management industry being focused on asset managers who variously describe their...

Why Sasol is our preferred resource share

By Andrew Lapping on 31 Mar 2010

Sasol's share price has fared poorly over the past year compared to the 28% appreciation of the FTSE/JSE All Share Index (ALSI). Going forward, Sasol will be...

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