Chris Gilmour
Are SA retail stocks just too expensive?
Chris Gilmour gives us his updated views on the defensive and discretionary retail stocks on the JSE. Has this once-glamorous sector simply become too expensive?
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Another week, another central bank
This week, it's all about the ECB decision on Thursday. Andre Botha of TreasuryONE sets the scene.
Consumer and Retail
Massmart shareholders say yes to Walmart
Shareholders are advised that at the General Meeting held today, Friday, 21 October 2022, convened to consider and approve the Scheme Resolution and the Delisting Resolution, all of the resolutions tabled were approved by the requisite majority of Massmart Shareholders present or represented by proxy and entitled to vote thereon.
Chris Gilmour
Will rate hikes work for inflation?
There are senior voices in the Fed who aren't convinced that US inflation is being caused by the usual suspects. If that's the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.
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British pound: the new emerging market currency?
TreasuryONE's Andre Botha looks at the volatility in the pound in a week that is almost devoid of data.
Chris Gilmour
After DIY stocks have been hammered, are there opportunities?
DIY stocks have taken a beating this year as things cooled off after the pandemic. Are we at the point where there are opportunities in the market? Chris Gilmour gives us his view.
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TreasuryONE webinar: Inflation, recession and the US dollar
In the latest TreasuryONE webinar, Wichard Cilliers and Andre Botha unpack the macroeconomic landscape and answer questions from attendees at the end.
Chris Gilmour
The dollar blows them all away
Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn't so great anymore.
