Both countries are equally attractive, it just really depends on which stocks you'd buy and what industry you're in. |
China and the U.S. have a very symbiotic relationship which will not decline any time soon. There are more shared interests as compared to shared differences and for this reason relations will continue to be good. |
Commodity prices are being supported by healthy demand from countries such as China and India, but one must remember that it remains a cycle. Currently it looks like the cycle remains in the 'stronger for longer' position and South African companies are taking advantage of this. |
I have just come back from Dubai and there is a lot of interest in India. |
I'm more bullish about emerging markets because we know the emerging markets are growing at double the rate of the developing nations. This is reflective in the stock market eventually, |
Investments of this size by such reputable investors draw attention to the country and further bolster investor confidence in South Africa. |
It is unfortunate that Ronnie [Chan] got tied up in the Enron situation, ... It is quite unfair to blame independent directors who have to depend on the external and internal auditors who are supposed to be giving independent and capable reports. |
It's in the lowest point that it will be, |
It's quite difficult to ascertain the real hits on earnings, as a lot will depend on how fast the government is to implement the new price mechanism, and how high oil prices will go from here. |
It's really a change in the macroeconomic environment. |
It's, of course, not a good time to sell, but I also warn (investors) that it is now selling at a big premium to its net asset value, ... So, it's six of one and half a dozen of another -- very difficult to say. |
One of the problems in Latin America is that the growth rate in the economies has not been as fast as in Asia. The reason for that is the governments' policies. |
People are getting inured to the whole terrorism thing, |
Some people mistake his reticence to mean a lack of dynamism, ... He's been quiet because the spotlight has not been on him. I think Victor Li will surprise a lot of people with his ability. |
Some people mistake his reticence to mean a lack of dynamism. He's been quiet because the spotlight has not been on him. I think Victor Li will surprise a lot of people with his ability. |