Investing: Cash vs the JSE right now

Lew Skannen

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Jun 20, 2012
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Half-baked analysis and comments by a very dangerous 'economist' or 'investor'. Not taking into consideration political uncertainty, things like EWC, declining economy year on year... I would not want them to work with my investments.

The JSE is an extremely dangerous place to have any money invested in at this moment, and will also be the case for the next 5-10 years, perhaps even longer.
 

SauRoNZA

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Jul 6, 2010
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If you are in the equity market and bailing to switch to cash the you would be an idiot because you realise all your losses.

If you were sitting in cash you could stay there or as above buy on special.

In the long term cash never wins but exiting the market at a low is the biggest fail one can possibly make.
 

SauRoNZA

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Jul 6, 2010
Messages
47,910
Half-baked analysis and comments by a very dangerous 'economist' or 'investor'. Not taking into consideration political uncertainty, things like EWC, declining economy year on year... I would not want them to work with my investments.

The JSE is an extremely dangerous place to have any money invested in at this moment, and will also be the case for the next 5-10 years, perhaps even longer.

And yet they are some of the best in the business and you can be damn sure they take all those things into account.

Note they didn’t say where exactly to invest in the equity market and refer to an average low of the market. There are still plenty of winners in the market.

I won’t call it an analysis at all nor half-baked for that very reason. It’s just a general commentary for the layman.
 

Lew Skannen

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The JSE is overvalued. There is still a huge drop to come in all markets listed. Further credit downgrades have not yet been factored in. Government will walk into a wall with SOEs and credit rating agencies. EWC has not yet been factored in as many investors are still awaiting the outcome from parliament.

Stay away from the markets. Cash out if you have not yet done so.
 

rietrot

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The JSE is overvalued. There is still a huge drop to come in all markets listed. Further credit downgrades have not yet been factored in. Government will walk into a wall with SOEs and credit rating agencies. EWC has not yet been factored in as many investors are still awaiting the outcome from parliament.

Stay away from the markets. Cash out if you have not yet done so.
I see nothing but emotional reasoning. What are you useing to determine it is overvalued?
 
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