Chris Gilmour
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.
Consumer and Retail
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.
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?
Sponsored
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.
Sponsored
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.
