Market Insights:Local Commentary – Equity
The DCI continued to lose ground, declining 5.7% and 1.0% on a price and total return basis respectively during the third quarter of the year. The biggest loser was Letshego Holdings Limited, ...
The DCI continued to lose ground, declining 5.7% and 1.0% on a price and total return basis respectively during the third quarter of the year. The biggest loser was Letshego Holdings Limited, ...
The FABI returned 1.3% for the quarter. The Government bond yield curve steepened as the short end fell on account of the Bank of Botswana’s (BoB) ratecut. The yield on ...
Before I unpack some of this further, and indeed speak more to both the current and the future of our proudly Botswana business,I want to thank you on behalf ...
Botswana’s leading citizen owned and run Asset Management firm Presenting our 2019 Q1 Kgori Capital Insights Kgori Capital continues to make notable strides in driving unique insights and analysis on ...
Botswana’s leading citizen owned and run Asset Management firm “Kgori Capital is a proudly Botswana business,and committed more than ever to growing alongside Botswana. We are patriots at ...
Business Insights – Investing Environment Local equities had another difficult quarter, declining 6.8%. The main detractor was Choppies, declining 84% as the delay in publishing results and a negative profit warning spooked investors. ...
The Domestic equity market remained subdued for the quarter, declining 2.3% and 0.1% on a price and total return basis respectively. Market activity was characterised by large block trades in NAP, CA ...
The current consensus forecast is 3.3% global GDP growth this year and 3.1% next. Momentum should be evenly balanced between developed and emerging economies: consensus forecast growth this year of 2.4%in developed ...
Domestic bond returns were relatively stable as the FABI returned 1.2% for the quarter.The Government bond yield curve remained largely unchanged. The only movement was theBW007 maturing in 2025 which rose ...
Author Bio Letlhogonolo Mpetsane, BSc (Mining Engineering) Letlhogonolo is an Investment Analyst at Kgori Capital. He started his career as a Learner Official with African Copper Mining and completed the ...