Chris Gilmour
The UK: land of austerity
In his latest piece, Chris Gilmour takes a deeper look at the medium-term prospects for the UK. Spoiler alert: they aren't great.
Chris Gilmour
What is Du Pont of it all?
Get the textbook and calculator out: it's time to learn about the Du Pont formula and how to use Return on Equity to assess Price/Earnings multiples. Chris Gilmour walks you through this process.
Chris Gilmour
Winter is coming and it’s going to bite
Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.
Chris Gilmour
Are SA retail stocks just too expensive?
Chris Gilmour gives us his updated views on the defensive and discretionary retail stocks on the JSE. Has this once-glamorous sector simply become too expensive?
Chris Gilmour
Will rate hikes work for inflation?
There are senior voices in the Fed who aren't convinced that US inflation is being caused by the usual suspects. If that's the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.
Chris Gilmour
After DIY stocks have been hammered, are there opportunities?
DIY stocks have taken a beating this year as things cooled off after the pandemic. Are we at the point where there are opportunities in the market? Chris Gilmour gives us his view.
Chris Gilmour
The dollar blows them all away
Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn't so great anymore.
Chris Gilmour
A check-in on the hotel sector
With a focus on City Lodge's recent results, Chris Gilmour gives an encouraging view on the local tourism sector.
