• Fund manager, Siboniso Nxumalo, unpacks recent market activity with The Money Show’s Bruce Whitfield

    30 June 2020
    Siboniso Nxumalo discusses the latest factors moving markets on the back of resources up 1.2%, Old Mutual up 3.5% and Liberty up 3%. Naspers results reported revenue up by about 17% in the wake of COVID-19.
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  • Fund Manager, Meryl Pick, unpacks recent market activity with The Money Show’s Bruce Whitfield

    24 June 2020
    Meryl Pick discusses the latest factors moving markets ahead of the local emergency budget and a financial history of deficits in South Africa before the start of the COVID-19 pandemic.
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  • Fund manager, Tracy Brodziak, unpacks recent market activity with The Money Show’s Bruce Whitfield

    09 June 2020
    Tracy Brodziak discusses the latest factors moving markets after US job numbers coming out better than expected last week, followed by a rally in underperforming shares at the onset of the COVID-19 crisis.
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  • Fund Manager, Siboniso Nxumalo, unpacks recent market activity with The Money Show’s Bruce Whitfield

    19 May 2020
    Siboniso Nxumalo discusses the latest factors moving markets with the JSE Top 40 up almost 4% primarily driven by Resources up 6.8%, Industrials up just under 2% and Financials up 3%.
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  • Fund Manager, Meryl Pick, unpacks recent market activity with The Money Show’s Bruce Whitfield

    12 May 2020
    Meryl Pick discusses the latest factors moving markets with full-year results out of Vodacom and the market anticipating Tencent’s results this week geared to benefit from a surge in screen time related to gaming.
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  • Fund Manager, Meryl Pick unpacks recent market activity with The Money Show’s Bruce Whitfield

    05 May 2020
    Meryl Pick elaborates on the recovery month witnessed in April with a cautionary stance for the rest of the year. A report out of Amazon highlighting the extra costs incurred while operating under COVID-19 conditions.
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  • Fund Manager, Tracy Brodziak unpacks recent market activity with The Money Show’s Bruce Whitfield

    21 April 2020
    Tracy Brodziak discusses the recent volatility and a possible timeline for the pandemic for affected economies. A low expectation for companies to pay dividends this year with the banking sector and MTN hard hit.
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  • Fund Manager, Meryl Pick unpacks recent market activity with The Money Show’s Bruce Whitfield

    31 March 2020
    Meryl Pick discusses the latest factors moving markets, the expected downgrade by Moody’s and rand hedge counters responding to the weaker rand. Also highlighting the opportunities in South African counters trading at normalised earnings.
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  • Fund Manager, Arthur Karas unpacks recent market activity with The Money Show’s Bruce Whitfield

    24 March 2020
    Arthur Karas discusses the latest factors moving markets driven by volatility and central banks easing monetary policy globally. Also, results out of Cell C amid concern of its capital raising abilities.
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  • Fund Manager, Siboniso Nxumalo recent market activity with The Money Show’s Bruce Whitfield

    17 March 2020
    Siboniso Nxumalo discusses the latest factors moving markets driven by significant falls in industrials, Naspers and results out of Old Mutual demonstrating a well capitalised business in a tough economic environment.
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  • A Key Investment Market

    11 March 2020
    Nigeria March 2020
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  • Fund Manager, Siboniso Nxumalo recent market activity with The Money Show’s Bruce Whitfield

    10 March 2020
    Siboniso Nxumalo discusses the latest factors moving markets with a significant fall in Sasol shares by 46% and BHP Billiton also down by 15.6%. Lastly, Esor Limited’s move to go private.
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  • An Investment Case for Global Companies

    02 March 2020
    Egypt February 2020
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  • Fund Manager, Tracy Brodziak, unpacks recent market activity with The Money Show’s Bruce Whitfield

    25 February 2020
    Tracy Brodziak discusses the latest factors moving markets around SA inc stocks, platinum shares and Sasol. Local movements also included Cashbuild’s trading update highlighting the impact of a weak economy.
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  • A Diamond In The Rough

    17 February 2020
    Botswana November 2019
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