FFM podcast ep12: SA inc rotation; Share buybacks; Watch those insurers
Optimistic outlook for the South African market: Insights on share buybacks, sector rotation, and investment tips.
Optimistic outlook for the South African market: Insights on share buybacks, sector rotation, and investment tips.
The quiet in March and April proved to be the calm before May’s storm with all hell breaking loose on investment markets – and any Rand-related asset taking a hammering.
Africa’s largest asset manager, the PIC is backing a possible bid led by the former chief executive of Telkom Ltd for a 35% stake in the telecoms giant.
Arno von Helden is the driver of Standard Bank’s revolutionary in-house fintech called Shyft, a business that’s democratising the foreign exchange market for retail investors.
Telkom SA SOC, South Africa’s third-largest telecommunications company, plunged by as much as 30% after warning of a potential asset writedown of about 13 billion rand ($679 million) — the equivalent to almost its entire market value.
Sean Peche explains the fall of the Rand, compares SA’s govt. to the executive of a company and tells us why to invest in Japan’s corporates.
Stock buybacks – one needs to delve into understanding the mechanism for returning money to investors and avoiding unprofitable investments.
TINA – “there is no alternative” – an acronym that encourages investors to stay in the market as there’s no other place to go.
The trust’s stake is now just over 7% of Kaap Agri. A holding worth a touch over R200m. Some vote of confidence from the Moutons.
Steel manufacturer ArcelorMittal has seen its shares fall from a high just over €33 to around €22.40 within the past year.