Monthly Archives for January 2021




The investing year that was – and the road ahead

29 January 2021 This time last year, investors began 2020 in a generally positive frame of mind and outlook. Despite all the market expectations and forecasts for 2020, most pundits – if not all – could hardly have imagined the unprecedented, extent and dramatic nature of the socio-economic and market environment that would ensue and […]


Is this the next commodity super-cycle?

13 January 2021 Michael Avery speaks to René Hochreiter, mining analyst at Noah Capital Markets; Peter Major, mining analyst at Mergence Corporate Solutions; and Andries Rossouw, PwC’s Africa energy, utilities and resources leader, about whether we are entering the next commodity super-cycle and what this signals for the local mining industry and broader economy?


Industry excitement as Icasa charges on with spectrum auction

13 January 2021 Mergence Investment Managers’ head of equity Peter Takaendesa yesterday said that the telecoms sector was one of the few net winners of the Covid-19 pandemic related shift in human behaviour as more people worked from home. Takaendesa said revenue continued to grow in 2020, despite an economy in deep recession and data […]