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Articles tagged as "Standard Bank"

Is it 2002 all over again? Not quite

By Duncan Artus on 29 Jul 2019

Domestically focused shares that are exposed to the local economy have underperformed the overall market. Duncan Artus investigates whether the current...

Finding value in frontier African markets

By Nick Ndiritu on 29 Apr 2019

Across corporate boardrooms in South Africa, a number of management teams and institutional investors are grappling with a vexing question: Is investing in...

Keep calm and carry on investing

By Andrew Lapping on 17 Jan 2017

The past 12 months seem to have passed particularly swiftly, maybe because fundamentally very little changed. Interestingly, the light in which investors vie...

South African Banks: Do valuations support the risks?

By Mark Dunley-Owen on 31 Mar 2016

There has been much volatility in the banking sector over the last few months: Barclays is exiting Africa, Old Mutual may be selling its stake in Nedbank,...

Standard Bank: Has anything changed?

By Mark Dunley-Owen on 30 Sep 2013

Standard Bank is a Top Five holding in the Allan Gray Equity and Balanced Funds. Mark Dunley-Owen discusses why we believe it is an attractive investment for...

Insurance: better than you think

By Duncan Artus and Leonard Krüger on 31 Mar 2012

We have previously set out the reasons Sanlam has an above-benchmark position in our clients’ portfolios (see Quarterly Commentary 1, 2010). On a...

South African banks - Not just a bad debt story

By Jacques Plaut on 30 Sep 2009

Record-high bad debts are currently weighing on the banking sector. Typically, an industry experiencing depressed profits due to cyclical factors is a good...

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