Secunda is the problem in Sasol’s bid to cut emissions – Business Day

Energy and chemicals major Sasol’s tough juggling act of reducing and ultimately eliminating its significant emissions while staying profitable and delivering superior returns for shareholders, will largely depend on what it does with its Secunda operations over the next few years. Article by Kabelo Khumalo and Andries Mahlangu with comment from Abdul Davids – head […]

Shoprite hits record in market share growth – Sunday Times

Shoprite has set its sights on widening its lead against competitors as it continues its aggressive store expansion after record market share growth. It will spend R8.5 bn in the 2024 financial year, up from R6.8 bn in fiscal 2023. Article by Thabiso Mochiko with comment from Mohamed Mitha – investment analyst for Camissa Asset […]

Bank on it: diversification is key – The Times

As a spike in credit impairments by battered South African consumers hurts banks, their corporate & investment units and Africa operations are having to save the day. Article by Dineo Faku with comment from Meyrick Barker – investment analyst for Camissa Asset Management. view article

Boutiques Connect: Camissa Asset Management – AssetTV

In this Boutiques Connect update by AssetTV, Gavin Wood – chief investment officer for Camissa Asset Management – discusses asset allocation, Camissa’s contrarian approach and the importance of building an efficient team. view article

Camissa launches new balanced fund focused on SA assets – Citywire

Camissa Asset Management on Tuesday launched a new fund, the Camissa SA Balanced fund, which is a building block fund aimed at investors looking for a locally balanced portfolio. Article by Justin Brown with comment from Gavin Wood – chief investment officer for Camissa Asset Management. view article

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