Market update

We tred lightly between uncertainty and fantastic returns on investments.
The growth in our portfolios was massive during the past 12 months, above 20%

In this blooming market the draw downs feel a little less aggressive. Not as scary!
The trust in the property investment sector has not returned yet!
The expected return on equity for 2026 touches 34%. This draws all other sectors with.

We actually still wait for a market correction but not serious, as mentioned above.
What actually happened in RSA: Durban Harbour is being upgraded as we speak.
A Philippines company invested R11 Billion into revamping and managing Pier 2.
They successfully manage piers world wide.

Another investor ordered 280 locomotives and 920 train trucks that will be delivered soon. The fit our railway lines…

We experience constant electricity feed daily. Eskom supplies! Many other successes surfaces that we do not even notice!

My take on 2026 is that we can look forward to and expect good things to happen.