[TOP STORY] Mid-East conflict ups ante on oil prices, inflation, rates
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Iran entering the Israel-Hamas war would wreak havoc on Europe, the US and even SA – Isaah Mhlanga, RMB.
Other recent episodes
[TOP STORY] Discovery Bank’s behavioural model drives lower defaults
'We have set some very big ambitions, and we have to be able to fund that given the growth of the balance sheet' – CEO Hylton Kallner.
FirstRand deserves highest rating of the big four
Independent analyst Carmen Mpelwane unpacks FirstRand and Discovery results – one the market loved, the other it hated. Hylton Kallner, CEO of Discovery Bank, on six months of profitability and where growth goes next. Simon’s take: when an investment soars – buy more, hold, or sell?
[TOP STORY] Do just a few key stocks drive most of the returns?
‘Your top five [S&P 500] contributors to returns have tended to generate about 29% of the return of the index in any given year’ – Sean Ashton, Private Clients, Old Mutual Wealth.
Oracle surges +30% on cloud demand
Rand Swiss’s Viv Govender on what’s behind Oracle’s share price surge. Marriot’s Lourens Coetzee on why investors shouldn’t let relative performance be their guiding star. Old Mutual Wealth’s Sean Ashton on big tech’s outsized role in returns – and how to manage that concentration.
[TOP STORY] Emigrating? Don’t forget your tax residency ‘Golden Ticket’
Tax Consulting SA’s Shuanita de Wet explains how to properly step out of Sars’s net when relocating abroad.