Aspen and Stephen Saad are making deals and looking like the Aspen of old before debt over whelmed them. Is there opportunity? Also; MTN currency woes, Prosus being smart and FOMC threaded the needle with aplomb?
Understanding central banker speak
Central banks speak directly but with blunt words, so how to we understand central banker speak especially around rates? And Shoprite shows why it is simple the best.
Inflation back in range, now for rate cuts?
June inflation at 5.4% and back in the target range. When can we start asking about rate cuts? Pick n Pay and ArcelorMittal troubles.
The Four Horsemen of Big Tech and the Nasdaq shuffle
The Four Horsemen of Big Tech was a phrase from the late 90s to describe Microsoft, Intel, Cisco Systems and Dell Computer. Now we have the magnificent seven. And the Nasdaq is doing a weighting shuffle.
Two-pot system is confirmed, here are the details (good and bad)
The two-pot system for our retirement money is confirmed to start in March. What is it? What are the risks? What do we have to do?
A watch list of SA Inc stocks
This week Simon puts together a watch list of SA Inc. shares that could do well over the next few years as things improve. He details his criteria and why he thinks SA could pick up.
Bye bye inflation? Rate cuts next?
Local May inflation came in 6.3%, a great number and potential for June is under 6% and back in the target range. Is inflation over? Can we start talking about rate cuts?
Disappearing dividends
We’ve seen a number of strong dividend payers reduced dividends and in many cases to zero. We love dividends but this reminds us they’re not forever and there are solutions for those needing income.
Buying SA Inc. stocks
Things are bleak right now in SA, but improvements are ahead and local SA Inc stock are cheap, very cheap. A basket of 10-15 profitable small and mid sized stocks could be a great trade in the year ahead.
There goes the Rand
It started with grey listing in February. Then the Lady R expose and finally a 0.5% rate hike last week saw it almost hit 20. Does it ever strengthen again? And results from; TigerBrands, Zeda and Tsogo Sun Gaming.