Barita: Recent Episodes
Barita
Especially during the worst of times, it takes knowledge and discipline to keep focused on your investment goals. Dave Dixon, Senior VP of Sales and Services talks with Raul about how he is guiding clients along their investment journey.
Understanding your unique business circumstances, financing needs and expansion goals, then developing a structure to help get you there. Listen to Awah Muirhead, Manager of Investment Banking speak on how Barita is building Jamaica and building people one investment deal at a time.
How does the Premium Wealth unit set itself apart? Sancia Thompson, Vice President, Premium Wealth & Corporate Solutions talks about the power of her team and how they focus on unearthing the best wealth outcomes for their clients.
Geopolitics influences our investment outcomes more than you may know. On March 14, 2022 the Team spoke with Dr. Adrian Stokes, VP of the PSOJ and Dianne Parram, President of Jamaica Gasolene Retailers Association about the impact of inflation, increased oil prices and how you can position yourself investment portfolio.
We take a further look at interest rates and our expectations for the companies most likely to benefit/likely to not be impacted as much from our expectation of higher rates. We then summarize our outlook for stocks/investment selection for the remainder of 2022 as follows 1) Continuing to eye strong base effect companies who can benefit from economic recovery 2) Stable balance sheet companies that can withstand the rise in global interest rates.
Given the discussed macroeconomic environment we then discuss some stock picks that investors could consider. Our picks include Tropical Battery, Express catering Limited, Wisynco, and JMMB. ALL of which we believe the current environment will afford significant tailwinds. The greater push to renewables and improvement in efficiency should aid tropical while the continued growth/rebound in the tourism sector provides benefits to ECL and Wisynco. Finally, we think JMMB has long been an undervalued option and it’s our hope the pending buyback will spur price appreciation.
In this section, we look at the current global economic environment. Inclusive of the current situation with global economic growth, interest rates, inflation, and the general level of uncertainty which is currently at an all-time high. We then go on to look at the domestic context including recent quarterly domestic GDP projection and the implication of the current monetary environment on particularly sectors (specifically the construction sector). We then Segway into how the local market has performed given this global and domestic macro-economic environment.