NEWS FEEDS 2015-06-23T12:01:09+00:00

Country in Checkmate

Hlelo Giyose recently spoke to Ryk van Niekerk from Moneyweb about South African and global politics and its potential impact on the market.  Click here for a transcript of the interview.  He also spoke about First Avenue's equity strategy and a few of its fund holdings.

Master class in investing

First Avenue's CIO, Hlelo Giyose, recently spoke to Simon Brown about our philosophy what makes great companies, how to spot them and when to buy them.  He also talked about his current preferred stocks.  Click here to listen to the interview on JSE Direct.

Lessons from the Past for the Future

Equity markets are haemorrhaging money globally and emerging markets are bearing the brunt as investors flee from risky assets. In this episode of the MoneyMakers Bruce Whitfield spoke to First Avenue's Lo Giyose about where to find certainty in global volatility.  He also provides insight into First Avenue's investment strategy which focuses on companies [...]

Regulation of OTTs

First Avenue's TMT analyst, Nadim Mohamed, spoke to BusinessDay TV about the recent hearings by the Parliamentary Portfolio Committee on telecommunications into the regulation of OTTs and their impact on South African telecommunication firms.  To view the full interview, click here.

Investing in Human Ingenuity – Moneyweb

First Avenue's CIO and portfolio manager, Hlelo Giyose, spoke to Ryk van Niekerk from Moneyweb about our philosophy and process.  Particular emphasis is placed on our preference for companies with inflation that represent human ingenuity and have inherent inflation fighting properties.  Click here to listen to the interview.

Stock Pick Monday – 702

On 14 December, 2015, Nadim Mohamed provided his stock picks on The Money Show on radio 702.  He explained the rationale for choosing Naspers, EOH and Mediclinic.  Click here to listen to the interview.

MTN Fined by Nigerian Regulator

On 3 November, 2015, the Nigerian Communications Commission (NCC) fined MTN a record amount of $5.2 billion for failing to disconnect 5 million unregistered subscribers in their Nigerian operation.  The scale of the fine represented 20% of their market capitalisation prior to the announcement. First Avenue's Hlelo Giyose commented on MTN's handling of the [...]