Anglo American has a plan to beat off BHP Group, but will it work? Good results from Calgro M3 & Raubex and local market just off all time highs. NHI fears and more US tariffs on China.
London finally breaks up to new all-time highs
As the FTSE 100 index hits new all-time highs with a strong break higher we look at the locally listed ETF from Sygnia Ixtrix – SYGUK.
Local small caps; value or value trap?
Local small caps are cheap, very cheap. But are they value or a value trap? Simon has a look and also looks into the Rand as it holds on ahead of elections, Amazon arrives in SA, trouble for local retailers?
Bye-bye rate cuts an Anglo American, hello China
Powell goes all hawkish, BHP Group wants parts of Anglo American, offer deadline is 22 May. Strong Clicks results, oil crashing, changes to Sygnia tech ETFs and China charts looking good.
Changes to the Sygnia Itrix ETFs; 4th Industrial Revolution and Fang.AI
Sygnia is making changes to two of their tech focused ETFs. The 4th Industrial Revolution (becoming active) and the Fang.AI (higher TER but no performance fee) with the former requiring a vote.
Capitec, great results. Very expensive stock. Sasol just a horror.
String Capitec results, but very expensive stock. Horror Sasol update, very cheap stock. Rates not coming down in 2024. Tencent having a good week, Naspers loving it while oil and gold are both weaker.
Unlocking Growth: Exploring 1nvest’s Tech ETF5IT, S&P500, Asia EM & SRI ETFs
Join Ryan Basdeo (1nvest) and Simon Brown as they uncover the best performing JSE listed ETF over five years. The also look at the 1nvest S&P500 ETF, the MCSI Socially Responsible Investing and MSCI Asia EM ETFs,
Standard Bank Power Hour: Getting Started in Shares
Investing is not hard, but we need the knowledge. In this Power Hour Simon Brown goes back to basics on everything investing. Starting with what are shares and why dividends matter he covers ETFs, portfolio design, offshore, tax and more.
Purple Thrives, gold flies and inflation dips lower
Purple swings back into profits thanks to Thrive. China GDP surprised and local inflation dips lower in March. Gold still flying and oil remains around $90.
Top JSE listed ETFs over the last five years
The top JSE listed ETFs over the last five years. Top returns with tech and offshore dominating, gold sneaks in while local doing just fine with the top local being the Satrix Rafi.