http://www.itinews.co.zaThe complete South African Financial Services News and Information PortalCopyright (C) 2006editor@itinews.co.zawebmaster@itinews.co.zaenITINews RSS Generatorhttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21849&itemid=9000908E-0865-4187-9EEE-3084E185065DThe best preparation is the realisation that cycles do turn - While value based asset manager RE:CM believes pockets of affordability have started to appear in certain cyclical stocks, particularly in the resources sector, it cautions investors looking to take advantage of these opportunities to ensure they understand the vagaries of valuing and assessing these companies.editor@itinews.co.za (Janine Noble )Tue, 17 Jan 2012 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21849&itemid=B5A994CC-E626-4480-B26C-1823EF805151You can buy cheap assets, or popular assets, but not both - While emerging markets continued to attract investor attention in 2011 due to their high economic growth rates and ongoing concerns around Europe and the US, asset manager RE:CM says there is little value to be had in equity markets in these regions.editor@itinews.co.za (Janine Noble )Thu, 22 Dec 2011 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21849&itemid=FA225689-330B-42D4-A47C-39F6F4606290The market's focus on short term results and a good story - The strong financial performance of several local and global luxury goods companies in recent months has re-enforced the perception that this industry is fairly recession proof. editor@itinews.co.za (Janine Noble )Wed, 23 Nov 2011 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21849&itemid=2A9D0B76-4161-47AE-8BB3-1AFDE217C735Uncertainty, volatility and complexity is always present in investment markets - While the hype around the volatility in local and global stock markets has served to highlight the importance of risk management and capital protection to investors, Daniel Malan, Investment Director at RE:CM, says these principles should instead be a primary concern at all times.editor@itinews.co.za (Cara Louw )Thu, 17 Nov 2011 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21849&itemid=1B1A0368-2CEB-4C2B-A4EB-FE236BF621D8It is unlikely that the supply side will keep up with demand in coming years - While much of the focus amongst market participants over the last few months has been on gold and gold stocks, which is largely considered a safe haven during volatile times, RE:CM believes there is better value to be had in certain platinum counters.editor@itinews.co.za (Janine Noble )Tue, 27 Sep 2011 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21887&itemid=4A186062-33A0-46B0-8E8D-479DF3912604An increasing number of African countries are taking large strides in becoming investor friendly - As the eyes and ears of the global investment community turn increasingly toward Africa as potential salvation from debt burdened mature economies with minimal growth, a major conference on the rewards and risks of doing business on the continent is a timely and important event.editor@itinews.co.za (Chwayita Nqiwa )Fri, 23 Sep 2011 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21849&itemid=3DAF2A73-9DB3-4FB3-A888-160A644EB8C6Attractive returns over full market cycles - The majority of market participants continue to chase stocks in fast growing global industries such as commodities and social networking.editor@itinews.co.za (Janine Noble )Mon, 12 Sep 2011 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21849&itemid=CE59714F-1E87-4FE0-944A-F10F5C86A264Empirical research shows that chasing performance does not work - The recent volatility in local and global stock markets has highlighted the importance for investors to follow a more robust selection process when deciding on which funds to invest their hard earned savings in.editor@itinews.co.za (Janine Noble )Tue, 30 Aug 2011 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21887&itemid=682E091E-2701-47A0-9829-DD126173618AThe standard way of managing risk is by using diversification - The fear of a market slump and increased volatility can be successfully countered by calculated uses of derivatives.editor@itinews.co.za (Chwayita Nqiwa )Wed, 17 Aug 2011 12:00:00 AM GMThttp://www.itinews.co.za/companyview.aspx?cocategoryid=34&companyid=21849&itemid=D359791F-F5F5-4758-9E44-92B21393952DDisagrees with the negative market sentiment regarding these businesses - Global and local pharmaceutical and healthcare companies have decreased significantly in value and have underperformed since 2000.editor@itinews.co.za (Sarah Gould )Tue, 02 Aug 2011 12:00:00 AM GMT