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.
With 31 Premium shows behind us, we’ve learnt so much from our detailed research on global stocks.For example, we now know that Lululemon has...
The team from AnBro Capital is back, this time with Craig Antonie joining us to discuss an interesting company in the Unicorn portfolio that...
When assessing stocks, it's so important think about the good and the bad, not just what you wanted to see going into the analysis....
