Articles tagged as "Loadshedding"
Eskom: Are brighter days ahead?
What does 2024 have in store for loadshedding? Raine Adams investigates whether there is any light at the end of the dark tunnel.
From Johannesburg to Japan: How to resist the magnetism of the magnificent seven
In conversation with Tamryn Lamb, Allan Gray portfolio manager Tim Acker and Graeme Forster, portfolio manager at our offshore partner, Orbis, explain why we...
Is South Africa winning the inflation battle?
Following the South African Reserve Bank’s (SARB) aggressive near-two-year interest rate hiking cycle, headline inflation in South Africa seems to be getting...
Local investment update: Balancing caution and optimism
In recent years, South Africa’s numerous, well-known economic challenges have fuelled declining investor sentiment and led many to doubt the local market’s...
Taking stock of our stewardship efforts
At Allan Gray, we aim to be a great asset manager that integrates ESG well in our approach and decision-making, rather than an ESG-focused company that manag...
Are we entering a global stockpicker’s paradise?
In conversation with portfolio manager Rory Kutisker-Jacobson, Matthew Spencer from our offshore partner, Orbis, explains why the Investment team believes th...
Why South Africa is still attractive for investors
In conversation with portfolio manager Tim Acker, investment analysts Siphesihle Zwane and Jithen Pillay discuss the impact of the major local challenges on...
2023 Budget speech update
The 2023 Budget speech was delivered against the backdrop of high living costs, a dismal unemployment rate and intensive loadshedding crippling businesses, a...
2023 Budget: A taxing balance
The 2023 Budget speech was delivered against the backdrop of high living costs, a dismal unemployment rate and intensive loadshedding crippling businesses, a...
The 2023 Budget: A crisis of credibility in the outer years of the forecast
Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget
