Sanlam Investment Management is Bellville-based company (Western Cape, South Africa) with a phone number 27219502500 and categorized under Investment companies. Our data show that the company is located at the address: 55 Willie Van Schoor Avenue. The company has a web site: simintelligence.co.za. Analysis of Capitec H1 Heps by Patrice Rassou. Capitec’s trading update sent its stock 2% weaker. The deposit to taking micro to lender says half to year headline earnings per share could RISE by between 25 and 35% and the growth numbers certainly aren’t bad, but they’re certainly losing steam. The share price closed down over 2% to 224 rand. ABN’s Erika van der Merwe speaks with Patrice Rassou, Senior Portfolio manager at Sanlam Investment Management, to discuss these numbers.. . Commodities Supercycle Running out of Steam? . The commodities sector has been experiencing a supercycle for the past decade as supply has battled to keep up with demand – particularly from China – and commodity prices have charged ahead as a result. However, that may be coming to an end, with market conditions more balanced than they have been in the past..
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The sector is hugely diverse and subject to many different influences, including geopolitical forces, supply/demand dynamics and macroeconomic conditions, and thus it is necessary to consider the specific circumstances of each of the different metals and minerals before formulating an investment view..
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Below we put various recent price moves of the key metals and minerals into context – and share our insights into what is driving these:. . Contact Person: Dean Hastie.
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