Don’t blame the virus for short-sighted investing practice

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Don’t blame the virus for short-sighted investing practice
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SA investors’ addiction to equity has come at the price of growing unemployment and income inequality, writes Dominic Brown

SA investors’ addiction to equity has come at the price of growing unemployment and income inequalityGlobally, stock markets are reported to have lost more than $13-trillion dollars over thepast month. SA was not spared. On March 12 and 13 the JSE dropped by 10%, the biggest single fall in the JSEThe all share index has fallen by more than R2.

With this, an increased emphasis on investing in equity with quick and easy returns became the name of the game. This is, in fact, investment in “financial capital”, a form of capital without any links to the real economy and production, which has given us speculative bubbles, which, when they burst, wreak economic havoc.

For the past four decades, investing in financial capital has been very profitable for corporations, more so than in productive or real capital. This incentivised greater and greater levels of investment in financial capital, globally and in SA.grown four-times the size of the world’s GDP The SA stock market is similarly overvalued. A stock market that’s valued at more than 115% to GDP is overvalued according to the Buffett indicator — a measure of the size of a country’s stock market as a percentage of the country’s GDP — named after multi-billionaire Warren Buffett. In December 2019, the JSE was valued at 343%-to-GDP, making it one of the most overvalued stock markets in the world.

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