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Impacting Investing – The next revolution?

At the core of the idea of impact, should [...]

Nadim Mohamed2021-09-08T11:54:52+00:00September 8th, 2021|The Burgundy|
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The Role of Government

Despite the benefit of over two centuries of history to [...]

Nadim Mohamed2020-04-13T05:49:27+00:00April 13th, 2020|The Burgundy|
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Tencent: Game Over or Level Up?

The past year has been a tumultuous one for Tencent [...]

Nadim Mohamed2018-09-10T06:56:01+00:00September 10th, 2018|The Burgundy|
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Tobacco Sector: Social Compact to Solve Mother of All ESG Puzzles

Please find below a link to the latest issue of [...]

Nadim Mohamed2018-06-13T07:54:40+00:00September 1st, 2017|The Burgundy|
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SA Banks: Should You Buy Customers?

The recent downgrade of the credit of South African banks [...]

Nadim Mohamed2018-05-16T12:37:42+00:00May 8th, 2017|The Burgundy|
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Productivity in Mining

Since mining companies do not control commodity prices, they forecast [...]

Nadim Mohamed2018-05-16T12:46:01+00:00March 23rd, 2017|The Burgundy|
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The Anatomy of a Good Thing

In January this year, cyclical companies assumed market leadership from [...]

Nadim Mohamed2018-05-16T12:42:26+00:00November 30th, 2016|The Burgundy|
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Disruption in the Print Media Industry

At First Avenue, we focus extensively on the ability of [...]

Nadim Mohamed2018-05-16T12:53:10+00:00September 6th, 2015|The Burgundy|
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When it is Bad to have Good Choices

Let’s take it from the top. The top of the [...]

FA-Admin2015-07-30T07:06:17+00:00September 17th, 2014|The Burgundy|
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What Drives Gold

The value of gold is the price of gold You [...]

FA-Admin2015-06-23T19:40:45+00:00March 4th, 2014|The Burgundy|
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