Breaking news on Canal+ offer for MultiChoice, Simon’s stock picks for this year’s Crystal Challenge. From luxury brands to gold as insurance. Also discussion on Hyprop’s positive festive trading, Transaction Capital’s plans for WeBuyCars, and the bankruptcy of Evergrande
Invest in a tax-free investment when your child is born and watch it grow! The actual impact of paying no tax in a long-term investment is massive.
Is China’s Global Dominance Fading? Simon Brown dissects market movers like Richemont and Clicks, reflecting on China’s economic shifts, population trends, and recent crackdowns.
Simon Brown covers the Hang Seng Index’s grim outlook, Grindrod’s positive performance in Maputo port, the 16-year high in uranium prices and the approval of 11 Bitcoin ETFs by the SEC. Simon questions the significance of elections for markets, citing historical examples where market reactions were short-lived. He emphasises the importance of a long-term investment approach amid political volatility.
Uranium is trading at sixteen year highs as over 60 nuclear powers stations are being constructed and some 300 planned or proposed. As global mining output is falling these two ETFs benefit from this increased demand.
Predictions 2024; March Ashton, Keith McLachlan & Simon Brown. First we mark our previous years predictions and then we add 5 new ones for 2024.
2023 was all about the magnificent seven (Amazon, Apple, Alphabet, Microsoft, Meta Platforms, Tesla, and Nvidia) tech stocks, but which locally listed ETF has the most exposure to these seven?
A look at the best and worst stocks on the JSE fro 2023. Some strong gains and some horror losers really means you had to pick right. Also 76 elections next year with over half the world voting, going to be volatile in places.
The losing ETFs for 2023, only thirteen in total and mostly all commodity ETFs and China with a few surprises – looking at you Satrix Divi.
Both Transaction Capital and Purple Group swung into full year losses. Can they reverse that trend? Gold at all-time highs and Tigerbrands vs. RFG.
