South African Market Insights
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We take a look at the latest financial results of entry level private school group, Curro Holdings and find while their learner numbers are growing there is a slow down in the growth rate and a worrying increase in their gearing levels. But we believe that they still offer great long term value for investors willing to hold on during their expansion phase (which is costing a lot of money).
We take a look at an article published by United Nations Conference on Trade and Development (UNCTAD) that shows that South Africa stands to gain significantly from a no deal Brexit, should it take place (their estimate shows SA stands to gain $3.1 billion).
As the saying goes one man's trash is another mans treasure. This certainly holds true in this case as chaos in Europe and UK could lead to substantial gains for South Africa.