Category Archives: Team Commentary

NPN continues to trade at a discount (5.6%) to the value of its 35% shareholding in Tencent. pic.twitter.com/3MDDyn0Nsc — IJG Research (@ijg_research) October 20, 2014

As global markets continue their sell off (S&P, DOW, JSE and others negative for the year), US companies continue to post better-than-expected results, supporting our view that the current move is overdone. Latest in the list of large cap companies to surprise to the upside is Goldman Sachs, which beat… Continue reading →

Namibian inflation falls to 5.3% in September as food price increases decline. pic.twitter.com/bfUqnnDFKG — IJG Research (@ijg_research) October 15, 2014