Anglo-American’s Cash Raid on Anglo-Platinum
- Anglo-American’s decision to unbundle its stake in Anglo-Platinum raises concerns.
- Declaring a special dividend of R59 per share wipes out the company’s entire R17.6 billion cash reserves.
- Implications for investors: selling pressure expected as shares land in new brokerage accounts.
China’s Tech Revival?
- The appearance of Jack Ma and Xi Jinping together could mark a softening stance toward tech companies.
- Alibaba partners with Apple, integrating its AI into Apple’s ecosystem.
- Is China reopening the door for its tech giants?
Bull Market Momentum
- Global indices continue to hit all-time highs, with AI and tech stocks leading the charge.
- Not just tech: European and Asian markets show strength.
- Are valuations stretched, or is there more room to run?
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00:00 Introduction and Podcast Evolution
02:35 Anglo-American Platinum’s De-Merger and Financials
06:26 Chinese Tech Resurgence and Jack Ma’s Influence
09:49 Market Trends and Global Economic Indicators
12:30 Bull Market Insights and Future Outlook
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JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
Wednesdays are all about hard-core investing and trading with Simon Brown’s famous JSE Direct podcast. JSE Direct started life on ClassicFM in July 2008 and became a podcast in 2011. Every week Simon shares his views on the state of global economies, individual shares and events moving markets.
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JSE – The JSE is a registered trademark of the JSE Limited.
JSE Direct is an independent broadcast and is not endorsed or affiliated with, nor has it been authorised, or otherwise approved by JSE Limited. The views expressed in this programme are solely those of the presenter, and do not necessarily reflect the views of JSE Limited.
