JSEDirect with Simon Brown

Commodities rolling over (#501)

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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
Upcoming events;
  • 13 July ~ To short or not to short with Markets.com
  • 14 July ~ JSE Power Hour: Building a resilient portfolio for tough markets
...more
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JSEDirect with Simon BrownBy www.JustOneLap.com