China announced details that sent tech stocks flying including the local Naspers an Prosus What was the details and is everything now fine?
Prosus/Naspers, is there value in the NAV?
Naspers and Prosus have seen their share prices collapse. Simon crunches the NAV to see if there really is value.
Investing while war rages in Europe
The impact of the Russian invasion of Ukraine on your investments. Rising inflation, energy, PGMs and food prices.
Budget 2022, highlights and lowlights
AJM Tax hosted a post budget panel reviewing the high and low lights of finance minister Enoch Godongwana first budget speech .
What’s down with Purple Group?
Purple Group, owners of EasyEquities, has fallen by some 30% in the last month. Simon digs into the numbers to see if there is value.
Is Facebook (Meta Platforms) ex-growth?
Recent Meta Platforms (Facebook) results saw the stock lose 25% in one day. Digging into the results Simon thinks they may be ex-growth.
ARK Big Ideas 2022
The CPI basket is changing, trading updates are starting to arrive and the ARK Big Ideas 2022 report is out and well worth a read.
Podcast: Markets are spooked
A rough start to the year for global markets and now the Fed confirms rate increases and the end of asset buying from March.
Podcast: Changes are coming
Inflation remains high, oil hits seven-year highs and rates are increasing as the German 10-year goes positive. Changes are happening.
Podcast: Predictions 2022
For the last ten years the first JSE Direct of the year os a predictions show with Marc Ashton, Keith McLachlan & Simon Brown.