Meryl Pick shares insights on market turmoil, tariffs, and SA’s AGOA status
🎙️ Amid the current market turmoil sparked by further trade tariff announcements from the Trump administration, that were far more severe than the market anticipated, our Head of Equities Research Meryl Pick spoke to Kaya FM this week on her team's perspective on the tariffs, the market chaos and the threat of SA’s exclusion from the AGOA trade treaty, an outcome that may not weigh as heavily on our local economy than many think.Thanks for listening! Follow us on Linkedin.
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📢The Money Show with Peter Brooke
In this episode of The Money Show, Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on our show. Tune in for his valuable insights. 🎙️ Thanks for listening! Follow us on Linkedin.
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The Money Show market update with Investment Analyst Siya Mbatha
📌 Premier GroupExpected full-year earnings growth of 20-30%Maintained margins despite soft commodity cost increasesStrong capital expenditure discipline and pricing strategy📌 RaubexEarnings set to rise to 25%Diversified away from Sanral into infrastructure and miningThe Bauba acquisition is promising but poses cash flow challenges📌 Gold FieldsShare price down 5% after Gruyere Gold Mine offer rejectedConcerns over overpaying at elevated gold pricesInvestors cautious about large-scale M&A activity at the top of the cycle Thanks for listening! Follow us on Linkedin.
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🎙 Market update: Banking and mining in focus
Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity.Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends and improved export prospects.Transnet’s rail performance – Notable improvements have strengthened South Africa’s mining outlook.🎧 Head of Responsible Investment Research Tana Mongwe unpacks these key developments.Thanks for listening! Follow us on Linkedin.
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🔊SA Budget update: What investors need to know
The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted?Join Portfolio Manager Jason Swartz as he unpacks the key takeaways and what they mean for South Africa’s economic outlook:- The revised VAT proposal and its implications- South Africa’s fiscal outlook and debt stabilisation efforts- Market reactions and investor sentiment Tune in now.Thanks for listening! Follow us on Linkedin.
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