#IRFA2019Conference Interview with new President of the IRFA, Enos Ngutshane. Batseta ALUWANI Capital Partners 27four CFA Society South Africa Investec Asset Management South Africa SAVCA @FSCA_ZA youtu.be/0i8wxyCg0YM

#Eskomturnaroundplan Focus will be on reducing the cost structure of original equipment parts, particularly in procurement.

#Eskomturnaroundplan Gordhan kicked the debt issue into touch, alluding only to the notion that Tito Mboweni will provide some colour in the MTBPS. Discussions will happen in the context of the broader turnaround plan. This implies there is no immediate restructure or decision.

#Eskomturnaroundplan Board has completed its work on CEO appointment and made recommendation. Govt will now consider and “hopefully” announce candidate next week. It would have been useful to announce the CEO.

#Eskomturnaroundplan Without much clarity on Eskom’s debt, investors are still none the wiser and so is Moody’s who are expected to make a ratings outlook pronouncement month end. Once again, the spotlight is on Tito!

Head of Equities Patrick Mathidi’s take on budget 2020. Finance Minister delivered an impressive yet delicate balancing act in this 2020/21 national budget, under certainly the most difficult domestic circumstances since the dawn of democracy.

Head of Equities Patrick Mathidi’s take on budget 2020. Perhaps the big ‘disappointment’ remains the unresolved Eskom funding headache, no new funding was announced for Eskom

Head of Equities Patrick Mathidi’s take on budget 2020. Indeed credit should be granted where due, not much to nitpick, however South Africa’s challenge time and time again is implementation. Here is to hoping for a safe landing!

The 2020/2021 National Budget from Finance with Bafana Patrick Mathidi H... youtu.be/Q7j-oUr51E0 via YouTube

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Thank you for joining our webinar on UNIQUE ECONOMIST INSIGHTS on POST #COVID19inSA presented by renowned economist, Dr. Thabi Leoka Our sponsors for today’s webinar include #LeadTheWay with John Oliphant & Fulu Makwetla @mergenceim ALUWANI Capital Partners Thank you for joining us.

ALUWANI CAPITAL PARTNERS co-sponsored a webinar, where seasoned economist Thabi Leoka gave us her macro economic analysis and some insights into how fiscal support announced by President Ramaphosa would help SA

Mining, Manufacturing, Agriculture and Tourism should be driving the economy as they absorb more labour and will generate revenue for the SA economy!... Thabi Leoka

Missed the Unique Economist Insights on post #COVID19 South Africa webinar? Here are the talking points from Dr Thabi Leoka. bit.ly/3dFxNcb. Thank you to John Oliphant Fulu Makwetla MergenceIM and ALUWANI Capital Partners for making this session possible. #TheEconomicFallout

'Black Fund Managers May Offer Credible Solutions To Charting A New Inclusive Economy In The Context Of SA's Economic Crisis', read the full article.

Watch Conrad Wood our Head of Fixed Income at ALUWANI Capital Partners share his views on the budget speech as well as gives some insight on the implications on our portfolios. youtu.be/gwsXaWZxdng via YouTube

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