Paul Hansen
Paul Hansen
economy-and-economics emerging good markets relatively shape
Fortunately, most emerging markets are in relatively good shape economically.
babies came teenagers work
Some of the teenagers that work here now came here as babies with their parents.
again earnings extent jump partly pleasantly property quarter reported shares surprised
Yet again we are pleasantly surprised by the extent of the jump in property shares in just quarter one. This is partly to do with better and better reported earnings and dividends.
absolute believe both case continue overweight recommend relative remains strong
We believe that the case remains strong for SA equities, in both absolute and relative terms, and continue to recommend an overweight exposure.