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NVest Insights
Aspen Pharmacare Patience is the Active Ingredient

Aspen Pharmacare Patience is the Active Ingredient

The once darling of the stock market has had its fair share of challenges. Some originating from its own decisions, others from factors outside of management’s control. However, Aspen Pharmacare enters 2024 with a strong balance sheet, drivers for strong earnings...

SA Listed Property: Strength to Strength

SA Listed Property: Strength to Strength

SA Listed Property remains one of our most favoured sectors. In our opinion it offers significant value at current levels and results across the sector attest to this. In this short video we take a look into the most recent price movement addressing the key points of...

You are getting Disney+ for free

You are getting Disney+ for free

We believe DIS is currently offering a very compelling entry point into a top-quality company with huge brand power; supporting our investing theme of Services & Experiences plus it has significant pricing power. At current levels DIS is trading at a large...

Peeling back the onion

Peeling back the onion

Current regulatory headwinds are putting pressure on the valuations of many Chinese tech giants by depressing valuations, and causing a distraction from the evident scale, dominance, and cash-generative nature of these businesses.We remain confident in the growth...

New Oriental Education

New Oriental Education

New Oriental Education & Technology Group (EDU)EDU is a large-scale leading provider of private tutoring in China, that offer services both offline and online. In a country where education is one of the main keys to social mobility, Chinese parents are often willing...

SA Consumer, Healthier than you think

SA Consumer, Healthier than you think

There is a general negative perception that South African consumers are under strain, and this is flowing through into suppressed valuations of consumer-focused cyclical stocks in general and the apparel retail and bank stocks specifically.   While 2020 was a...

What is the Inflation Narrative?

What is the Inflation Narrative?

A lot of news is currently circling about a potential pick-up in inflation causing the market to crash. Let’s be clear, there is no direct link to inflation having a negative impact on equity markets.  The impact on equity markets will come from the US Fed having to...