The market response to the GNU was swift and massive up over 3.5% on Tuesday. But can it hold and what about a strong rand ? Simon has ideas, he also looks at the RSA Retail Savings Bond potential lower rates for July and local inflation.
Market loving clothing retailers, we’ve got buying levels and is Spar finally good for you?
US inflation cools, but FOMC not changing. Foschini good results boost sector, Spar better but SAP still an issue. Renergen gets some helium. Contemporary Amperex Technology Co., Limited an interesting Chinese battery maker and Rand moving stronger.
Two-pot system is here, it’s actually three pots and we’ve everything you need to know
The two-pot pension system has arrived and we’ve got al the details. OPEC+ crashes oil, coalition talks on-going. Rainbow returns to the JSE after 17 years and nasty Q1 GDP.
And now ~ Woe is Woolies while Pepkor cleans up in smart phones
Woolies clothing horror update while Pepkor Fintech cleans up. Zeda surprises with a dividend and central banks are meeting on mass over the next few weeks, but only one is likely to cut rates.
Nvidia juggernaut just keeps on going
Strong Nvidia results and a stock split coming. Comparing home builders and vehicle sellers on the JSE. Richemont best luxury, rate cuts in September & November? Directors selling, Pick n Pay has a plan and Anglo America rejects a third BHP Group offer.
Anglo has a plan to beat BHP Group, is it any good?
Anglo American has a plan to beat off BHP Group, but will it work? Good results from Calgro M3 & Raubex and local market just off all time highs. NHI fears and more US tariffs on China.
Local small caps; value or value trap?
Local small caps are cheap, very cheap. But are they value or a value trap? Simon has a look and also looks into the Rand as it holds on ahead of elections, Amazon arrives in SA, trouble for local retailers?
Bye-bye rate cuts an Anglo American, hello China
Powell goes all hawkish, BHP Group wants parts of Anglo American, offer deadline is 22 May. Strong Clicks results, oil crashing, changes to Sygnia tech ETFs and China charts looking good.
Capitec, great results. Very expensive stock. Sasol just a horror.
String Capitec results, but very expensive stock. Horror Sasol update, very cheap stock. Rates not coming down in 2024. Tencent having a good week, Naspers loving it while oil and gold are both weaker.
Purple Thrives, gold flies and inflation dips lower
Purple swings back into profits thanks to Thrive. China GDP surprised and local inflation dips lower in March. Gold still flying and oil remains around $90.