Electus Quarterly Strategy Note October 2016
Our latest Quarterly Strategy Note articles cover the following
- In-depth equity research by our Electus colleague, Mish-al Emeran, on the SA Cement Industry and PPC. We also explain why, having successfully sold the PPC holdings to zero for our clients in September 2014, we have recently built a new position in PPC in our client funds.
- Brief SA Equity Market Overview and Fund Management.