The commodity economy is playing out in front of our very eyes, not just in South Africa but in other important African jurisdictions as well.
The obvious impact is on mining companies themselves, but there are other South African companies that have benefitted along the way, like MTN.
In an inflationary environment where Fed Chair Jerome Powell seems quite comfortable with letting durables inflation run, commodity-related stocks are making a strong case for inclusion in our portfolios.
Magic Markets is your invitation to join The Finance Ghost and Mohammed Nalla as they discuss the markets, their portfolios and all things finance-related.
Trive South Africa offers a gateway to the JSE and global markets. Providing an in-depth online trading experience, Trive exists to empower progression. You...
Andries Retief is the CEO of Central and Eastern Europe for DHL. He is also a Magic Markets Premium subscriber, so we know that...
Stocks like Microsoft, Meta and Netflix have been strong winners in our portfolios (although we've had different exposures to them at different times). These...
