Introduction This blog discusses the reasons for the volatility in the Rand and what the ordinary person can do to protect herself from the impact of a weakening Rand. Why has the Rand been so volatile? The South African Rand has experienced much volatility over the [...]
What is a Trade War? “A trade war is a side effect of protectionism that occurs when one country (Country A) raises tariffs on another country’s (Country B) imports in retaliation for Country B raising tariffs on Country A's imports. A tariff is a tax imposed on [...]
Nvidia manufactures high-end Graphical Processing Units (GPU’s) , i.e. computer processing chips. They work closely with software vendors that develop solutions on the Nvidia processors to build solutions for end-customers. Many AI (Artificial Intelligence), AV (Automated Vehicles); Cloud Computing Datacentres, and Gaming Applications utilise Nvidia processors. These [...]
View PDF Two Years On On 1 June 2018, we celebrated two years since the launch of the Lunar BCI Worldwide Flexible Fund. We are proud of our performance of 8.27% (after costs and fees and including distributions) for the two years to 31 May 2018. This [...]
At Lunar Capital, we are continuously on the look-out for long-term investments that can benefit investors in our fund (and ourselves as we are also significantly invested in the fund that we manage). Ideally, we would allocate a portion of our fund to a large growth [...]
Ethos Capital (EPE) invests directly and indirectly in a diversified portfolio of unlisted investments, which are managed by Ethos Private Equity, the largest private equity firm in sub-Saharan Africa. View our Summary
What is Inflation? Inflation is when the prices of goods or services rises sustainably. This is when we as consumers pay more for our goods and services. To put it differently, it means that our money is worth less. We get fewer goods or services for [...]
In my opinion, the Land Question in South Africa raises a broader issue. It is the question of retribution for the crimes of colonialism and Apartheid. The Black Economic Empowerment policies attempted to address these issues but these have fallen short of meaningful empowerment of the previously [...]
Discovery’s purpose is to make people healthier and enhance and protect their lives. Does it make a good investment? View our Summary