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Understand the new rules around citizenship, exchange control and tax residency (By: Allan Gray)

The concept of “emigration”, as recognised by the Financial Surveillance Department of the South African Reserve Bank (SARB), has been phased out, with effect 1 March 2021. National Treasury has indicated that the reason for this regulatory change is “to encourage South Africans to keep their ties with the country”. The phasing out of emigration…

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Investec SA – The Income Dilemma 2015

“During the mid to late 2000’s, South African investors requiring income could invest in the money market and earn an attractive income with little risk to their capital. By late 2008, short-term interest rates peaked at 12%, while inflation was just over 8%, generating substantial real returns. While this ‘income nirvana’ was coming to an…

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Kanan Wealth September Investment Review

“German Re-engineering” The last quarter has seen a number of significant economic events and market shifts, ranging from the US Fed’s decision not to raise interest rates, through to concerns regarding China’s growth rates and the resultant emerging market equity woes. The European economy (and all the issues surrounding Greece and their debt) has been…

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Kanan Wealth August Investment Review

Volatility and Investor Behaviour South African investors have been hit from all sides by extreme levels of market volatility this year. This continued in August with volatility in most Global equity markets, including the South African JSE All Share Index which fell almost 10% before recovering to end the month only 3.6% down. One can…

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Understanding our position in Investec Value

Portfolio Review: The poor performance of the first quarter of 2015 continued into the second quarter, with the portfolio lagging the benchmark All Share Index’s return by around 6%. While the overall market was more subdued over the quarter, the best performing shares were still the most highly rated stocks, albeit different shares from the…

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The GrayIssue 168 – Life in a month

July has been designated ‘Savings Month’ by the Savings Institute of South Africa. It is a good time to reflect on the choice we make between saving and spending; a choice that pits our future needs against what we need and want now. Many of us struggle with this trade-off because it’s difficult to have…

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The GrayIssue 158 : Are your investment goals, products and expectations suitably aligned?

The latest GrayIssue from Allan Gray talks about ensuring that you regularly consider your investment goals and whether these are aligned with your choice of investment product and your investment return expectations. Are your investment goals, products and expectations suitably aligned? – Jeanette Marais Our investment goals depend on our personal priorities in life and…

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