Two To Buy

  • "Triple Witching" stirs local market rally- Two to buy and two to sell
  • “Triple Witching” refers to the combined expiration of the Index futures, Index options and stock options. In the UK and US this happens on Friday's, but in SA it happens a day earlier on Thursday. The event typically creates increased market activity and in some cases volatility. Global markets were relatively subdued for last week's expiry, the US, UK and European majors were firmer by b... ››› more
  • [22 September 2017]
  • Cabinet reshuffle announced - Two to buy and one to sell
  • Admittedly, I expected more movement in the Rand once the cabinet reshuffle was announced. We have a saying that “the Market always knows” which seems to apply in this case. When Mr. Nene was removed, the Rand fell 8,5% within the first few days and then extended those losses by another 10% a few weeks later. By comparison the Rand has loss only 7% so far, perhaps the Market knew that SA I... ››› more
  • [22 September 2017]
  • Macron wins French election, settles markets - Two to buy and one to sell
  • US markets closed at record highs on Friday, helped by technology stocks like Apple, Facebook and Google. The strength of the US markets is filtering through to other developed markets and the victory by Emmanuel Macron in the French elections eliminates one more hurdle. Improving global sentiment bodes well for the weeks ahead. The rise in technology stocks is playing out nicely for our inve... ››› more
  • [22 September 2017]
  • Politicians Playing Chicken with Ratings Agencies - Two to buy and One to Sell
  • The Rand continued its slide last week as news emerged that Nationalising the Reserve Bank was discussed at the ANC conference. Investors are not amused by the uncertainty the ruling party are creating, which is a recipe for further downgrades. And as mentioned in prior weeks, if our local currency and debt are downgraded we could see sustained Rand weakness. Bond yields would also spike as in... ››› more
  • [21 September 2017]



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