It seems Ramaphoria is well and truly a thing of the past – combined with stronger US dollar and the global emerging markets risk off; our market fell another 1% this week, making the decline this month 3%. Oil hit $80 / bbl this week; something we haven’t seen since 2014.

More Info

Tamzin Nel stands in for Anthea this morning as she reflects on the impact of the dollar slightly coming off its highs towards the end of last week, and what it means for investors if the Fed starts increasing rates. What are the proposed plans for Flipkart after Naspers sold it? Find that out, and so much more here.

More Info

Market update: tough week, but a strong finish on Friday as Naspers led the gains, climbing 4.8% on the day. The rand also off its weaker levels, but still quite weak at 12.50/US$. MTN put out a quarterly update. Dis-Chem released a very disappointing set of results. New listing on the JSE: Libstar…

More Info

Henry Biddlecombe stopped by instead of Anthea to talk about earnings season in the US. We talked about Facebook, Alphabet, Netflix and Tesla, among others. The 10-year bull market is making a lot of nervous investors even more nervous. They’re waiting for signs that it’s over…

More Info

Anthea is back from Ghana and has lots to say about it. The market has been volatile – last month the JSE lost 4.6%, and this month we’re already up >4% (although, nothing like the Cryptocurrency moves this month +75% m-t-d). The Rand is back to pre-Ramaphosa levels at 12.36 vs US$. Oil is above $74/bbl, so where are the Shale producers turning on the taps at $50/bbl and keeping the oil price muted? The Steinhoff AGM was a wet squib, and now trades with a R2 handle.

More Info

Markets had a volatile week because of US/China Trade Wars. Even local data has no clear direction as Business Confidence subsides but PMI data improves. In company news, the team debate the resignation of Mark Lamberti from the Eskom board after the court ruling against him; and the Steinhoff share price falls below its 1998 listing level. Spotify listed on the NYSE, making Daniel Ek one of the richest people in Sweden (not Switzerland, as the NYSE might have you believe!)

More Info

Global stock markets had a testing week, with the largest decline for the S&P 500 since 2016. While several factors drove the decline, fears of a trade war driven by the U.S. was the principal factor. Facebook had a difficult week, down 10% (wiping $50 billion off its market cap) following the Cambridge Analytica scandal.

More Info

Another week, and talk of another Viceroy report. Suspicion fell on Aspen (again), and even though it wasn’t the pharma, the share still fell from R256 to R230. Volumes were massive this week because of Futures Close-out and index rebalancing; on Thursday $4.2bn exchanged hands and on Friday $3.4bn.

More Info

Nice positive market this week (+2.5%) – Naspers carrying the can again and trading above R3500 per share. Tiger Brands took a beating from the Listeriosis findings (-13.5% for the week). Exxaro plummeted >13% on Friday after a management breakfast and the release of an HSBC report downgrading the stock.

More Info

There was a plethora of results last week; some of the big ones include: Bidvest, Shoprite, Anheuser Busch InBev, Nedbank, Mondi, Barclays (or is that ABSA?). The CEO of Ascendis Healthcare, Karsten Wellner, resigns and the share bounces from below R10 per share (1st Feb) to above R14 (at close on Friday).

More Info
Page 1 of 1512345...10...Last »