Narassa Govender

🔔 New research report release: Asset management industry in South Africa The asset management industry in South Africa is evolving rapidly, driven by changing regulations, increased investor demand, and the rise of sustainable investment strategies. Despite economic challenges, the sector continues to expand, offering diverse opportunities for growth and innovation. From the impact of technology on investment processes to the increasing focus on ESG (Environmental, Social, and Governance) factors, the asset management landscape is transforming. Dive into the current trends, regulatory updates, and future outlook of the asset management industry in our comprehensive report. Purchase our report on the asset management industry in South Africa and gain valuable insights into this dynamic sector: ✅ Comprehensive overview of the South African asset management market. ✅ Insights into regulatory changes and their impact on industry players. ✅ Overview of emerging investment trends, including sustainable and tech-driven strategies. ✅ Comprehensive data on market performance, challenges, and growth opportunities. https://bit.ly/3XLJuYN

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Exciting News! We are thrilled to announce that Andrew Vintcent from ClucasGray Asset Management will speak at the Morningstar Investment Conference in September. The panel, "A Different Perspective on SA Equities," promises a deep dive into what could finally trigger value unlocking in the South African market.    This discussion goes beyond the usual valuation talk, focusing on stories of resilience, overcoming challenges, and building exceptional teams.   Join us for this enlightening session!   #MICSA #InvestmentInsights #SAEquities #ClucasGrayAssetManagement #MorningstarConference @MorningstarInc

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Botswana Forecasts Economic Rebound with Stimulus Budget In a bid to reignite economic growth and offset the blows dealt by a downturn in diamond demand, South Africa’s neighbour country has unveiled ambitious plans to bolster infrastructure development. The Finance Minister, Peggy Serame, outlined the nation’s path to recovery in a budget speech delivered on Monday. With diamonds historically serving as a financial backbone, last year’s decline in demand had significant repercussions, with the gems contributing to 30% of revenue and a substantial 70% of foreign exchange earnings. view full article here: https://lnkd.in/diZGz9Xx

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Join us on 19 November from 15:00-16:00 for an exclusive Investors Webinar hosted by Nishal Ramloutan, CEO of Entropy Advisory, in partnership with LTM Energy Group. Discover how you can leverage South Africa’s Renewable Energy Fund to transform your investment strategy and let SARS fund your renewable energy investment. This fund offers more than just financial returns—it’s your gateway to substantial tax savings in the booming renewable energy sector. 💡 Why Attend? Access tax refunds that can return your full investment within just 2 years. Earn a 15% cash yield with distributions every 6 months. Achieve up to 3x your initial investment over time. Fully Shariah-compliant investment option. Seats are limited! Don’t miss out on this opportunity to unlock massive tax benefits while supporting the renewable energy Industry. 📲 Scan the QR code in the image or click here http://bit.ly/4hJq0M5 to secure your spot.

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Debating investing onshore vs offshore investments? There’s some reluctance to invest long-term in South Africa. We’ve modelled a comparison between the projected returns of Twelve B Green Energy Fund and a corporate US bond over 10 years. Are the results what you would have expected? View comparison here > https://lnkd.in/gS9keNED #twelveb #keepwealthy #theprovenalternative #greenenergy

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At Decusatio Impact Investment Solutions, we are committed to driving sustainable growth through innovative partnerships with water and solar projects. Our initiatives are designed not only to provide reliable solutions but also to address critical environmental and societal challenges in South Africa. Here's a brief overview of our recent projects and the trends we're observing in the industry: Water Projects: KaacKai's story began two years ago based on the simple premise that anyone can have access to clean water. A group of entrepreneurs, engineers, and designers sat around the table, and KaacKai was born. KaacKai's proud users recycle their waste using pods to recover clean water that can be reused or simply discharged back to nature without contamination. Solar Projects: We have a flagship partnership with Solana Energy ZA, which has been expanding its solar footprint nationwide by installing solar panels across various commercial and residential areas. This initiative is a key contributor to promoting renewable energy adoption while also supporting entrepreneurship and tackling unemployment Some current trends we've noted: End of Loadshedding: With the recent stabilisation of the power grid, the demand for renewable energy solutions has plateaued but there is a unique opportunity for businesses to invest in sustainable energy infrastructure for the future as we cannot guarantee what the energy space of SA will look like in the upcoming years. Green Investment Growth: There is increasing interest in green investments, driven by both environmental consciousness and economic incentives. This trend aligns perfectly with our mission and expertise in delivering impactful solutions. Now is the perfect time to invest in sustainable infrastructure whether it be in the water or energy space. Myself and the Decusatio Group of Companies team are ready to assist you with initiatives with our trusted partners.

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Good news for South Africa Khwelamet, a subsidiary of Khwela Capital, jointly owned by Menar Capital and Ntiso Investment Holdings, has signed a binding agreement to fully acquire Samancor’s Metalloys manganese alloy smelter complex based in South Africa’s Gauteng Province. The deal marks a significant milestone in the company’s journey towards growing its portfolio. Khwela Capital’s shareholders, Menar Capital and Ntiso Investment Holdings, both bring experience in diverse sectors including energy, logistics, mining, and an existing manganese production pipeline. The company intends to further develop the manganese alloy smelter complex, which is currently under care and maintenance after its operations ceased in March 2020. This strategic transaction, which will see the building of a vertically integrated manganese business, aligns with the company’s objective to revitalise industrialisation in key sectors and contribute to growing the economy. Completion of the transaction is subject to certain conditions, including competition approval and regulatory approvals. MENAR Vuslat Bayoglu WhyAfrica

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Join us for an insightful discussion at the Morningstar Investment Conference in September!    Andrew Vintcent from ClucasGray will be on a panel discussing "A Different Perspective on SA Equities." We're moving beyond valuations to explore the catalysts that could unlock value in the South African market. The conversation will delve into personal stories, lessons in resilience, and the importance of building great teams.   Don't miss out on this opportunity to gain a fresh perspective on South Africa's potential post-2024 elections. #MICSA #InvestmentConference #SAEquities #ValueUnlock #ClucasGray Morningstar

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The South Africa Top 40 Index (SA40) broke out of its downtrend channel in May 2024, confirming a new upcycle. With rising RSI, momentum is expected to push the index higher. Despite underperforming the SPX, the SA40 is set to trade higher, though at a slower pace.

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Persistence and conviction are essential for long-term investment success. Despite recent volatility, such as CrowdStrike’s significant stock fluctuations, maintaining a focus on strong fundamentals can yield impressive returns. At High Street Asset Management, we advocate for the "time in the market" approach, helping South African investors navigate through market ups and downs with discipline and strategy. Discover how patience and a long-term perspective can enhance your investment portfolio. 👉 Read the Full Article: https://ow.ly/sEcB50TFWbI #Investing #SouthAfrica #LongTermInvesting #FinancialStrategy #HighStreetAssetManagement #Finance #InvestmentSuccess

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Here is the #methodology used for Citywire SA’s 2024 #fundmanager #awards. Citywire SA recognises the top fund managers and groups with funds registered in SA. AKG Actuaries & Consultants has actuarially approved Citywire's rating methodologies. The #BestFundManager awards go to the individual local fund manager generating the highest risk-adjusted returns in a particular sector over the past three years ended September 2023. #CitywireGroupRatings recognise the expertise of the group as a whole in managing money in specific investment sectors over seven years. https://lnkd.in/dnfjdxnT

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The SA rate cut shift may bolster investor confidence, leading to more favourable financial conditions and capital inflows. Further rate cuts could follow as global financial conditions continue to ease, benefiting South Africa's economic growth and asset markets.   Source: Bloomberg, SARB   #SARateCuts #EconomicGrowth #GlacierInvest

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Cultivating opportunities. Gain exclusive insights from Oasis Crescent CEO & CIO, Adam Ismail Ebrahim, as he navigates the complexities of South African financial markets. Despite challenges, discover the hidden opportunities waiting to be seized. Watch now to stay ahead of the curve. #OasisCrescent #FinancialMarkets #SouthAfrica #Investment #Opportunity #CEOInsights #EconomicOutlook #WealthManagement #StrategicInvesting #MarketTrends

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Discover the latest insights on ESG integration in South African private markets! Check out our survey findings that reveal key trends and practices in the industry. Don't miss out on this valuable information. #ESG #PrivateMarkets https://ow.ly/PITw50TjI6L

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Knowledge is Power, Prosperity is the Reward: Mastering your South African Investment Landscape. South Africa's investment scene offers exciting opportunities, but navigating it requires a keen eye. At Snyman & Associates, we empower high net worth individuals with the insights needed to make informed decisions and cultivate long-term wealth. Don't settle for chance – unlock your financial potential. Contact us today. #InformedInvestorSA #SouthAfricanWealth #SnymanAssociates #HighNetWorth #HighNetWorthStrategies #FinancialAdvisor #IntegratedWealthManagement

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🎙️Listen now | Join Trevor Garvin, Head of Multi-Manager, as he discusses the latest global market and economic updates in this episode titled, "Finance Minister’s hands are tied for Medium-Term Budget Policy Statement." Learn more about the rand's performance, global stock market movements, and South Africa's inflation trends. Trevor also provides a sneak peek into the upcoming budget projections from the Medium-Term Budget Policy Statement (MTBPS), including tax revenue and public sector wages, and concludes with a hopeful outlook for investor sentiment. Listen now🎧: https://ow.ly/jjgL50TVje3 In case you missed it: Catch up on this global market update, including the US market's performance and chances of volatility ahead of the presidential elections on 5 November 2024, what may be coming from the MTBPS this week, and more on the resources and retail sectors, provided by Tumisho Grater on SABC News: https://ow.ly/HBMW50TVje2 #NedgroupInvestments #MarketandEconomicWrap #MTBPS #EconomicUpdate #MarketOutlook #GlobalMarkets #SABCNews #MarketTrends #InvestmentInsights

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To delve into the world of local equities, we were joined by speakers from Dale Hutcheson, Sanlam Investments, Nick Balkin, Foord Asset Management, and Andrew Vintcent, ClucasGray (Pty) Ltd👉 https://lnkd.in/e492ejF8 The panellists discussed the South African stock market, how the economy looks post-election, and opportunities in the market.

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