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Articles tagged as "China"

Podcast: Do old investment truths still hold in the current global environment?

By Rory Kutisker-Jacobson on 30 Sep 2022

In the latest episode of The Allan Gray Podcast, hosted by Allan Gray portfolio manager Rory Kutisker-Jacobson, Dan Brocklebank, head of Orbis UK, reflects o...

Podcast: Can South African investors continue to count on commodities?

By Sean Munsie on 25 Aug 2022

In this episode of The Allan Gray Podcast, portfolio managers Sean Munsie and Rory Kutisker-Jacobson and investment analyst Jithen Pillay discuss the cyclica...

Podcast: Can optimism rise from the inflationary ashes?

By Thalia Petousis on 25 Jul 2022

In conversation with portfolio manager, Thalia Petousis, Sandy McGregor reflects on the very real geopolitical and economic challenges currently affecting th...

Q&A with Allan Gray and Orbis: Positioning our portfolios for an inflationary environment

By Gladness Rupare on 01 Jul 2022

With rising global inflation and the possibility of a recession on the cards, investors are tasked with protecting their capital and looking for opportunitie...

Podcast: How to think about investing in an energy-short and volatile world

By Tamryn Lamb on 08 Jun 2022

From the global technology stock sell-off and rising inflation, to the war in Ukraine exacerbating a global energy crisis, investors are tasked with navigati...

What has gone wrong with Naspers?

By Tim Acker on 26 Apr 2022

For many years, Naspers was the star performer of the South African stock market. The onset of COVID-19 drove the Naspers and Tencent share prices to new...

Orbis Global Equity: Navigating risk and reward

By Matthew Spencer and Stanley Lu on 17 Nov 2021

At a recent investment update via Zoom webinar, Matthew Spencer and Stanley Lu, from our offshore partner, Orbis, reviewed the Orbis Global Equity Fund’s...

Economic recovery accompanied by a surge in inflation

By Sandy McGregor on 15 Oct 2021

With increasing vaccinations economic activity is returning to pre-pandemic levels and, while there may be further waves of infection, governments are learni...

Orbis: The three stages of recent performance explained

By John Christy on 11 Oct 2021

The past quarter has been painful. After an encouraging start to the year, the performance of our offshore partner, Orbis, has been impeded by its exposure t...

Global recovery underway

By Sandy McGregor on 30 Apr 2021

The world is recovering from the pandemic and 2021 should see strong global economic growth. The epicentre of the recovery is now the United States, where th...

Orbis: Identifying opportunities in a turbulent market

By Ben Preston on 08 Oct 2020

The continued outperformance of certain sectors, especially technology, has created an extremely high level of concentration within markets. This provides a...

Inflation

By Sandy McGregor on 29 Jan 2020

Inflation is a phenomenon of great importance to investors. It is subject to intense scrutiny but is not well understood. Sandy McGregor offers his perspecti...

An age of anxiety

By Sandy McGregor on 22 Oct 2019

We are living in an age of anxiety. After decades in which the norm has been optimism, everywhere market participants are extremely nervous about evolving an...

Trade wars

By Sandy McGregor on 29 Jul 2019

In recent months, we have observed increasing uncertainty and concern among our clients about what impact rising international tensions, particularly the tra...

Global business conditions deteriorate

By Sandy McGregor on 12 Jul 2019

Negative news about the global economy persists. Purchasing manager indices continue to signal a widespread deterioration in business conditions. Even in the...

Global slowdown continues to take its toll

By Sandy McGregor on 26 Apr 2019

The synchronous global slowdown, which commenced in the last quarter of 2018, continues to take its toll. While Europe is not in recession, it has returned t...

Our Tencent(s) on VIE structures

By Radhesen Naidoo on 11 Mar 2019

As at 28 February 2019, Naspers made up just over 18% of the FTSE/JSE All Share Index. Because of its dominance, including or excluding the share will have a...

Orbis Global Equity Fund: Unpacking recent performance

By Stefan Magnusson on 17 Oct 2018

As bottom-up stockpickers, we don’t pay much attention to benchmarks or to what other investors are doing. Instead, our investment decisions are based on...

Global growth accelerates but emerging markets under pressure

By Sandy McGregor on 05 Oct 2018

Following a slower first quarter, the rate of global economic growth accelerated during the Northern Hemisphere summer, with Europe being the only notable...

Are you overly exposed to China?

By Duncan Artus on 13 Jun 2018

As South African investors we are very tuned into the local political and economic risks that we face. But what about the less obvious risks?

The global opportunity set

By John Christy on 24 Jan 2018

Orbis does not invest in "the market". Instead, they focus entirely on finding the most compelling individual opportunities on offer. There's no better way t...

Discipline is key

By Graeme Forster and John Christy on 31 Dec 2015

The Orbis Global Equity Fund (the Fund) lagged the MSCI and FTSE World Indices in 2015, extending a period of underperformance that began in early 2014. As...

A tale of two crises

By Tamryn Lamb on 24 Aug 2015

Greece and China have dominated financial headlines since March. With fear running high, we try to remain focused on the relationship between the price and...

Finding value in global markets

By Seema Dala on 31 Mar 2014

Emerging markets have come under intense focus so far this year and while the main worries have centred on countries such as Argentina and Turkey, the market...

It is the price you pay that counts, not the headlines

By Andrew Lapping on 31 Dec 2011

People enjoy stories; they are fun. This is true in all facets of life, including investing. Investors often have stories to tell about individual equities,...

An alternative view of commodity demand and supply

By Mark Dunley-Owen on 30 Jun 2011

In Quarterly Commentary 1, 2011 Sandy McGregor discussed how high commodity prices are being supported by the mining sector's inability to keep pace with...

China's Malthusian challenge

By Sandy McGregor on 31 Mar 2011

Two years since the global financial crisis and commodity prices are back at the record levels of June 2008. This growth has been about five years quicker th...

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