Excellent results from Shoprite alright results from Murray & Roberts. The SARB governor suggests a new inflation target of 3%.
Podcast: Results are really good
Reporting season on the JSE is in full swing with the results mostly not bad. Simon details the good and bad.
Podcast: It’s a crisis
South African unemployment came in at 34.4%, the worst ever. It’s a crisis, but what’s the solution, that’s the problem.
Podcast: The JSE is down
The JSE only opened at 2.30 on Wednesday. What happened? Also the 100 MW regulations are gazetted, this is a biggie.
Podcast: Super cycle or just super dividends?
Anglo Platinum and Kumba Iron Ore paid out half-year dividends with a dividend yield of some 10%. This is what super profits look like.
Podcast: Risk is good
Investing is all about the profits, the rewards. But we need to accept, and even embrace, the risk because without risk there is no reward.
Podcast: Riot insurance (Sasria)
With the rioting and looting destroying billions of Rands of assets, who pays? South African Special Risks Insurance Association (Sasria).
Podcast: Podcasts for investors & traders
Simon lists his favourite podcasts for traders and investors focusing this week on offshore. He’ll follow up with local in a few weeks.
Podcast: Another +R50bn trade surplus
South Africa recorded its third +R50bn trade surplus in May and this is a big reason why the Rand has been moving stronger.
Podcast: Deep dive hospitality stocks
The third wave is hitting SA, but now’s the time to have a look at local JSE hospitality stocks for when we move out of this wave.