Posts Tagged: Interest Rates
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
A record year for private debt
Westbrooke Yield Plus just achieved its strongest annual performance since inception, showing why private debt is becoming an increasingly popular asset class for investors seeking higher yields.
Ghost Stories #7: Growth, Value and Markets (Nico Katzke, Head: Portfolio Solutions at Satrix)
Nico Katzke has an absolute wealth of experience and knowledge, which is why he is the Head of Portfolio Solutions at Satrix. He joined me to talk about, well, almost everything!
TreasuryONE webinar: likelihood of a recession in 2023?
Is the world headed for a recession in 2023? Join yours truly and the team from TreasuryONE in unpacking the data and answering great questions from the attendees of this webinar.
Was Powell right about inflation?
Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.
Gradually, and then suddenly?
The September retail sales data is still telling a fairly positive story around the South African consumer. This is a lagging indicator and perhaps that is the key point, as Chris Gilmour explores.
MPC to hike by 75 basis points?
Ahead of the MPC meeting later today and an expected rate hike, Andre Botha of TreasuryONE sets the scene.
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.
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.
TreasuryONE webinar: Inflation, rate hikes and recession
The recording of the latest TreasuryONE webinar is available. Watch the video to learn more about the drivers behind the inflation and currency movements that have defined the market in recent months.
Rand holding its breath on MPC and inflation number
TreasuryONE looks ahead to the MPC and ECB decisions this week. The expectation is a 50 basis points hike locally, with the SARB caught between a rock and a hard place.
