BACK TO TOP

Strat Doc 4Q17 – Property: Domestic and Offshore

20 October 2017

|

by Glen Baker

The balancing act between the local property component of the index and the offshore portion (some 40% now) remains key in reading the tea leaves. The seesaw seems perfectly balanced at the moment. Offshore stocks are expensive on a fundamental valuation basis and the Eastern European property sector, as priced by South African investors, is a global anomaly. The other side of the equation is currency and the prospect of far superior growth, not evident in South Africa, which local investors are willing to pay-up handsomely for at this point.

Read the full article here.

OUR LATEST NEWS AND RESEARCH

19

Oct '18
Strat Doc 4Q18 – Southwest Airlines
WATCH

19

Oct '18
Southwest Airlines – A leading low-cost carrier
READ MORE

17

Oct '18
Investment Thesis – JP Morgan
WATCH

INVESTING IN

YOUR NEEDS

Submit your details and we’ll give you a call back to assist and advise you on your investment.

CONTACT US

SUBSCRIBE TO OUR NEWSLETTERS

Subscribe to our newsletters to receive regular market commentary, research and updates from the Anchor team.