Investment Review – March 2019

Market Indicators

  • JSE All Share (ALSI) 56,462.55
  • Rand/Euro R 16.26
  • Rand/Pound R 18.90
  • Rand/US Dollar R 14.49
  • Rand/Aus Dollar R 10.28

New Opportunities in China

China has been on the world’s investment radar for some time with its seemingly unstoppable GDP growth and increasingly important role in the global economy. It already ranks as the largest global economy by the International Monetary Fund (IMF). So why then has no-one heard of Kweichou Moutai, Songcheng and Hangzhou Hikvision?

This month we take a deeper look into some of the new investment opportunities in China.

(Click link to download PDF)

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The Allan Gray-Orbis Global Equity Feeder Fund remains fully invested in global equities. The objective of the Fund is to outperform the FTSE World Index at no greater-than average risk of loss in its sector.