Here’s what’s contributing positively to South Africa’s economy
This article aims to remind South Africans about the good things our economy has to offer and the major contributing sectors to our economy.
Commodities
đź”’ Pan African Resources: Buy, hold or sell?
Pan African Resources’ economics aren’t rocket science; good things will happen if gold rises, the ZAR/$ weakens, and it produces more gold.
Rand firmed on softer dollar, 50bps rate hike
The SARB raising the repo rate by 50bps and a softer dollar saw the rand firm by 1.2% to close at 15.85 on the day.
Andre Cilliers, the new Rand Bull, eyes R14.50: Ukraine, Powell, commodities open rare window of opportunity for SA currency
Andre Cilliers has transformed (at least temporarily) into a rand bull. He reckons a further surge to R14.50 against the US dollar may be on the cards.
Why is the rand proving to be resilient despite global turmoil?
The relative strength of the rand should give South African investors reason to cheer if you’re looking to get your rands into offshore accounts or assets.
Russia be damned: what to do when war strikes
As Russian tanks rolled into Ukraine last week, investors the world over were fully justified in wondering about the impact on their portfolio.
Your ESG mandate is my alpha – Piet Viljoen on his bullish energy thesisÂ
Counterpoint value fund manager Piet Viljoen shared his thesis on energy stocks, from which he’s been profiting handsomely in recent months.
The art of deal-making – Afrimat’s Andries van Heerden
CEO of Afrimat, Andries van Heerden, talks about the art of deal-making, as the mid-tier miner has recently acquired Glenover Phosphate.
Paul Whitburn on the bulk commodities downturn in China and what this means for SA
Paul Whitburn discusses the ways in which the recent developments in China will affect the South African economy.
‘The markets are holding up, but only just’ – David Shapiro talks shares after his first Tesla ride
David Shapiro joins the BPH with the veteran analyst outlining that markets have had a solid start to the week after a period of concern.