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.

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