Sean Peche on power of executive culture: Japan’s corporate advantage, SA Govt’s obvious deficiency
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.
Stocks
Can Intel’s future investments pay off?
With Intel’s manufacturing process trying to play catch up with key competitor, Intel has to make a ton of investments to remain competitive.
Local is lekker again: March’s pullback in SA stocks makes them a ‘buy’ – Bacher
Corion’s David Bacher reckons that divergence opens up a buying opportunity for active investors, and his house has gone overweight SA stocks.
Stock buybacks: The good, the bad, and the truth
Stock buybacks – one needs to delve into understanding the mechanism for returning money to investors and avoiding unprofitable investments.
Are stocks “fighting the Fed”?
While rates continued to rise, one might have anticipated a decline in equities, but this was not the case for the S&P 500.
🔒 BizNews Share Portfolio February update: Buying pause post BNC#5
This month Alec reflected on the takeaways from the fifth BizNews Conference, which saw him hit pause on stock purchases.
Fixed capital investment and growth in renewables form part of SA’s cure – ClucasGray’s Andrew Vintcent
Andrew Vintcent of ClucasGray speaks to Alec Hogg on South Africa’s investability, bond yields, worthy stocks and more.
Sean Peche calls timeout on Big Tech stocks – plenty better investments. Here’s where to find them.
Ranmore Funds founder Sean Pêche speaks on where investors can buy stocks at a good discount – with plenty better stocks than Big Tech.
🔒 ChatGPT – hottest AI tool leaves hope for humans of Wall St
Bloomberg asked the hottest AI tool in the world ChatGPT to make a market-beating ETF. Here’s what happened.
🔒 World’s top money managers see double-digit stock gains in 2023
Top money managers forecast double-digit stock gains in 2023 – potentially bringing alleviation to the losses in global equities.