Dean Fergie

At the start of the year, I wrote a wire called 'Would I lie to you? The 6 company mistruths to be wary of...' on the 'overly optimistic' figures from company management. The companies I called out are now down 25% on average, but there is one outlier on the... Show More

Mathan Somasundaram

Local market was smacked on US political woes leading to US fiscal reform delays. Market on stretched valuation was relying on optimism…now it ran into reality of the political risk. There should be no real surprises here…stretched market on too much optimism with very low level of risk priced in…reality... Show More

Mathan Somasundaram

Local market started weak and then sentiment nosedived as more details of the White House debacles filtered through the media and drove US futures lower. The big risk with US politics at this point is…anything could happen. Market hates uncertainty…and volatility indices are at historical lows…something should give and the... Show More

Mathan Somasundaram

Local market fell on global sentiment and then made a slight recovery to close negative…that makes three negative days out of the last five…steam coming off the market as optimism fades. Gold, Health Care and Utilities were the best performers while Telcos, Banks and Energy were the worst performers. Solid... Show More