The Fuure of South Africa

I am not bullish on South Africa. It seems sad. I have quite alot of investments in South Africa but the future seems bleak. The competition watch dogs are super aggressive persecuting above all the food producers presumably looking for reasons for food inflation. BUt the state's own house is in disarray. The parastatals are monuments to inefficiency and monopoly.
So what o we do? I think get your money out and go to Europe and the States. I am not wise enouugh to play the BRIC countires but it seems that may be worth pursuing.
Long Energy, Long China, Long USA.

South African Real Estate

I think South African real estate is set to tank and will continue to do so for the next few months. I am a little concerned about the political climate. There are people who think they know what they are doing but I suspect they are a about as clueless as the rest of us. They however have the power to seriously upset the applecart