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.
In all our discussions with Petri Redelinghuys, the founder of Herenya Capital Advisors, we’ve talked about the incredible community of traders that has been...
Whether you trade bonds or not, the yield curve has an important impact on all the assets in your portfolio. Valuations of shares are...
In a discussion that started with a reflection on the market moves in the latest quarter and the extent to which Big Tech has...
