Armin Diem, SA Fund Manager, takes both a global and local focus in this insight, looking at whether the increasing spread of the Coronavirus is pushing us closer to a global recession and what is in store for SA through its new budget.
South African Equity Portfolio Manager, Armin Diem, discuss the prospects of the Johannesburg Stock Exchange in 2019/2020. Is South Africa following in the footsteps of Brazil?
Last week this commentary wrote about Emerging Markets (EM) represented by the MSCI EM Index and an Emerging Market currency basket and concluded that after years of underperformance, EM equities were looking cheap relative to their own history and relative to developed market equities. In addition, emerging market currencies looked cheap as measured by standard
Podcast – Armin Diem appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (June 11, 2018) [Source: FMR101.3 – Lindsay Williams – June 11, 2018] The show’s host, Lindsay Williams (williams@fmr.co.za), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows that follow similar
Armin Diem appears on the FMR101.3’s Fine Business Radio Show with Lindsay Williams. (April 9, 2018) [Source: FMR101.3 – Lindsay Williams – April 3, 2018] The show’s host, Lindsay Williams (williams@fmr.co.za), presents individual features that are aimed to broaden the target audience and distinguish FBR from the present clutch of shows that follow similar
“The king is dead, long live the king!” – Armin Diem was a guest on the FMR101.3 Fine Business Radio show in Cape Town, discussing the markets and investment portfolios in the aftermath of the recent political upheavals in South Africa, with Lindsay Williams. [Source: FMR101.3 – Lindsay Williams – February 19, 2018] Fine
