Siboniso Nxumalo discusses plans announced this week by Naspers and Prosus to sell off their stake in Tencent and the impact of this on the broader market.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week evaluating June’s bear market movements, hawkish central banks across the board, and how his funds are positioned while global equities and bonds are selling off. 

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Arthur Karas discusses calmer markets this week, led by local mining stocks and banks, as well as unpacking potential new listings on the JSE and a slightly lower oil price.

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Peter Brooke discusses the market volatility that started out the week, following news of the latest high US inflation number, and unpacks the question of whether the market is due an inflation-driven cool off.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week supporting a positive outlook of the South African economy and its investment opportunities following recent GDP and unemployment data progress. 

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Meryl Pick discusses a more upbeat JSE this week, supported by a stronger rand, commodities stocks, and Naspers and Prosus, as well as the possible underlying drivers of this improved performance.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week discussing China and investment opportunities for clients at this stage of its business cycle and supportive stimulus efforts in a stringent regulatory environment. 

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Siboniso Nxumalo discusses the implications of the resignation of PWC as external auditors for Oceana, as well as results from MMI, Bidvest and Adcorps and the current global economic environment.

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Portfolio Manager, Peter Brooke, shares his latest weekly perspectives, this week he explores Africa’s investment potential and demographic trends that position the continent for growth. 

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Arthur Karas unpacks the strong operational leverage from company results out this week, the rand’s reaction to S&P Global’s revision of SA’s credit rating outlook to positive, and current performance from the metals sector.

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