Friday, July 18, 2025

Is the world hitting the brakes?

Andre Botha of TreasuryONE and George Glynos of ETM Analytics present their case for why 2023 has a high chance of being a recessionary year.

The UK: land of austerity

In his latest piece, Chris Gilmour takes a deeper look at the medium-term prospects for the UK. Spoiler alert: they aren't great.

What is Du Pont of it all?

Get the textbook and calculator out: it's time to learn about the Du Pont formula and how to use Return on Equity to assess Price/Earnings multiples. Chris Gilmour walks you through this process.

Ghost Wrap #1 (Purple | Northam | Sappi | Novus | AVI | Transaction Capital | MUR | EOH | Foschini | MultiChoice)

Ghost Wrap is fast, fun and informative. Welcome to your weekly wrap of the most important and interesting stories on the JSE.

Multichoice Reviewed Interim Results Announcement

MultiChoice is enjoying growth in both subscribers and revenue. With the 2022 FIFA World Cup almost upon us, there has been significant investment in decoders.

US stocks webinar with EasyEquities

The tech sector has had a terrible year. In this webinar with Carly Barnes of EasyEquities, I discussed some of the big names and what the pressure points are. Get ready to learn more about Big Tech!

Winter is coming and it’s going to bite

Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.

The delisting date for Massmart is confirmed

With all conditions now met, Massmart and Walmart will proceed with implementation of the scheme. The real work starts now to improve the business.
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