Table of Contents
Strategy .....................................................................................4
Global Economic Outlook......................................................22
SA Economic Outlook............................................................25
Oil & Gas .................................................................................28
Gold Mining.............................................................................29
Platinum ..................................................................................30
Diversified Mining...................................................................31
Food Producers......................................................................32
Health Care .............................................................................33
Retail........................................................................................34
Telecom, Media, Technology and Electronics .....................35
Banks.......................................................................................36
Life Insurance .........................................................................37