Posts Tagged: China
Unlock the Stock: Afrimat and Spear REIT
Afrimat’s track record is spectacular. Spear REIT is a highly respected property fund. On Unlock the Stock, you can learn about both companies.
RCL is far more than just a chicken business
RCL is far more than just a chicken business these days, which isn’t a bad thing.
Bidvest: strong trading profit growth in every division
Bidvest closed 3.8% higher after releasing results for the six months to December 2021.
Liberty Two Degrees: reversions continue to bite
Liberty Two Degrees holds stakes in some of the most iconic properties in the country
Alviva: 20% revenue growth excl. Tarsus
After teasing the market with a trading statement, Alviva has now released all the details of the interim results for the six months ended December 2021.
PSG Group and the Great Value Unlock
This is one of the biggest news stories on the JSE that we’ve seen in a while
JSE Limited: a cash cow in a shrinking field
You may not be aware of this, but the JSE Limited is listed on the JSE. You’re right in thinking that this sounds like the financial version of the movie Inception
Capital Appreciation on the deal train
The company has announced the acquisitions of three technology companies in South Africa and a 20% stake in a company in the Netherlands.
Woolworths won’t miss 2021
as released results for the 26 weeks to 26 December 2021. The share price rallied 6% despite a fair share of negative commentary on Twitter.
Cashbuild’s negative sales momentum continues
Cashbuild released its interim results for the six months ended 26 December 2021
China: Rebuilding Sentiment
On 22July 2020, Satrix launched the Satrix China ETF tracking the MSCI China Index which captures the large and mid-cap sectors across China A shares, H shares, B shares, Red chips, P chips and foreign listings.
Ghost Stories #5: The Importance of China (Siyabulela Nomoyi, Portfolio Manager at Satrix)
In this episode of Ghost Stories, Siyabulela Nomoyi (Quantitative Portfolio Manager at Satrix) joined me to talk about the importance of China not just to our market, but to global markets in general. In this
Don’t get ahead of yourself
After an exuberant equity performance in January and a slowdown in hikes by the Fed, are things really getting better, or should we be careful? Chris Gilmour weighs in.
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.
Another week, another central bank
This week, it’s all about the ECB decision on Thursday. Andre Botha of TreasuryONE sets the scene.
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.
China’s Malacca dilemma
Chris Gilmour puts on his geopolitical hat once more and gives excellent context to the importance of Taiwan and the impact on US – China relations in particular.
Africa – the final frontier (part 2)
In part 2 of his series on Africa, Chris Gilmour shares his views on foreign direct investment and the risks being faced by the continent in its relationship with China.
The Chinese GDP growth honeymoon is over
In this extraordinary piece, Chris Gilmour dishes out insights into China and why the GDP growth story may well be over.
25 or 50, that is the question…
If growth wasn’t a concern, a 50bps hike would be a certainty this week. Instead, the MPC has a delicate balancing act ahead, with the market likely to place emphasis on the tone of its statement.
