Keith McLachlan, CIO at Integral Asset Management, is well known for his extensive knowledge of the smaller JSE listed stocks and finds opportunity in a number of them. Focusing in the winners from the two-pot withdraws and new visa regime. He details seven potential winers.
The SARB needs to cut rates aggressively after the 2.8% October inflation number. Rand under pressure as US$ strengthens, gold bounces as it finds support, but does the bounce hold and Bitcoin is just flying, next stop $100k.
A new concentrated ETF from iShares listed on the NYSE tracking the twenty largest US listed stocks.
Latest market trends, including the crypto rally, weakening gold prices, and the impact of a strong U.S. dollar on the South African Rand. Insights on local telco stocks Vodacom and MTN, highlights the strong performance of construction firm Raubex, and discusses mixed signals from the consumer sector.
Currently in IPO and listing on 4 December this is a diverse offshore ETF coming from Satrix with a TER of 0.35%.
Simon Brown on the latest market moves following Trump’s presidential victory, Nvidia’s addition to the Dow and the implications for AI investments. Expected rate cuts from the Fed and Bank of England, a deep dive into commodities like palladium and gold.
Join Andrew Cairns and Nick Petzer from Standard Bank as they detail the requirements for listing an AMC on the JSE as a FSP. The discussion includes details on; regulations, fees, minimums, legal, operational criteria and more.
A check list for when we die. It includes 8 pages of useful information, everything from your details to assets, accounts and contacts.
Simon Brown covers the local inflation numbers hitting 3.5-year lows at 3.8% – but will this be enough to secure the rate cut everyone’s hoping for? The US dollar’s remarkable surge. Plus, Simon demonstrates a real-world application of AI by analysing Famous Brands’ latest results, revealing insights about their performance across different segments and regions.
Drawing from hard-won lessons, exploring what it takes to win in unpredictable markets Adrian Saville share’s his investment mistakes and ten-bagger triumphs. He covers the role of luck the five most important ideas in investing, offers a great selection of books for further reading and shares his favourite stock.
