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Commodities rolling over (#501)
Simon Shares
- Still stage 6. Rand continues to weaken.
- Naspers (JSE code: NPN) and Prosus (JSE code: PRX) both are holding well after the hard run the previous Monday on results and buy-back news.
- Resources under pressure, all of them.
- Supply chains adjusting
-
- Just in time is now just in case
- Higher inventories
- Higher costs
- More localisation
-
- 13 July ~ To short or not to short with Markets.com
- 14 July ~ JSE Power Hour: Building a resilient portfolio for tough markets
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By JustOneLap.com
4.6
1717 ratings
Simon Shares
- Still stage 6. Rand continues to weaken.
- Naspers (JSE code: NPN) and Prosus (JSE code: PRX) both are holding well after the hard run the previous Monday on results and buy-back news.
- Resources under pressure, all of them.
- Supply chains adjusting
-
- Just in time is now just in case
- Higher inventories
- Higher costs
- More localisation
-
- 13 July ~ To short or not to short with Markets.com
- 14 July ~ JSE Power Hour: Building a resilient portfolio for tough markets
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