For more than a decade now, we've been hearing about the renewable energy trend.
South Africa has had three rounds of tendering and construction builds for both solar and wind energy plants- but due to political reasons the fourth round of builds was stopped five years ago…
Then two years ago the renewable energy programme was restarted, and by end 2019 around 8% of all of South Africa's... ››› more
Naspers result are due on Thursday and we should see buyers push the share price higher into year end.
Yesterday's trading update provided some insight into what to expect as it highlighted core earnings from continuing operations will increase between 7% and 10%.
Last week Tencent released results, and while it didn't excite traders and investors, it highlighted that a maturing business c... ››› more
So you've heard the terms bandied about.
Small Cap, Mid Cap and Big Cap stocks.
What does this mean - and how do stocks get labelled as either a small or mid cap for instance?
It is important to know the differences between these different categories of shares - as it will affect your investment strategy…
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‘The Great JSE Takeove... ››› more
The news yesterday that several ministers have been recalled to SA has created some consternation; the Rand jolted back 3%. There is speculation of a cabinet reshuffle and/or further legal developments relating to the impasse between Treasury, Banks, and the Gupta's…...
The new Mining Charter is expected to be released this week. And the market is bracing itself for new challenges. This just... ››› more
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
A week of heightened protests has ended and the ANC Cadre are holding the fort, for now. Their confidence masks the growing dissension from all sides, including members of its own party, eventually pressure will come to bear.
Fitch followed S&P in downgrading SA, but again the reaction was relatively muted. Clearly the market had been preparing for this eventuality. Of more concern is that som... ››› more
Global markets are watching developments around the French elections for direction. Once again, a far-right candidate, with radical views is the underdog and has the potential to create a shock to the status quo.
Emmanuel Marcon is leading Marine Le Pen after the first round, both candidates have offered to hold referendums on remaining part of the European Union.
The US earnings season k... ››› more
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
Local markets were slightly firmer across the board last week, assisted by some Rand weakness and better commodity prices. US markets were slightly softer, the UK rallied 1,8% while Europe was flat.
US economic data did not meet expectations, which has called the pace of continued rate hikes into question. The US dollar gave up ground against most major currency pairs. Political uncertainty re... ››› more
Last week local news was dominated by developments around the #Guptaleaks. New revelations seem to jeopardise President Zuma and that served to strengthen the Rand. To top it off, S&P held our foreign currency rating a notch below investment grade, which drove the Rand below USD/ZAR 12,80.
At about the same time, President Trump pulled out of the Paris accord, still denying any link with clima... ››› more
JSE All Share marginally positive, up 0,7%
After several volatile weeks, due to policy uncertainty, some calm appears to have returned to the markets. The JSE All Share Index was up 0,7% last week. Resources were down 3%, while Industrial's up 1,8% and Financials' up 2,5% lifted the markets overall.
Brent Crude up 5%
Russia indicated it would support a cut in output if adopted by Opec. Ma... ››› more
RMB Midcap exchange traded fund (ETF) tracks the Johannesburg Stock Exchange's Midcap Index. The ETF has a listing on the Johannesburg Stock Exchange…
Full name: RMB Midcap ETF
Short name: RMBMIDCAP
Ticker: RMBMID
Sector: JSE listed funds
Five top facts about RMB Midcap ETF
Fact #1:
ETFs are passively managed funds. They aim to track the performance of an underlying index. ETFs h... ››› more
Life Healthcare is a hospital and healthcare provider in South Africa. The company has a listing on the Johannesburg Stock Exchange…
Full name: Life Healthcare Group Holdings Limited
Short name: LifeHC
Ticker: LHC
Sector: Health care – health care equipment & services
Five top facts about Life Healthcare Group Holdings
Fact #1:
Life Healthcare Group Holdings founded in 1983. Si... ››› more
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