Saturday, April 26, 2025

PODCAST: Tariffs – Pause and effect

Where are investors seeking refuge amid uncertainty? And will the recent rebound in global stocks last? In this episode of No Ordinary Wednesday, Investec Wealth and Investment International's Chief Investment Strategist Chris Holdsworth, and investment strategist Osa Mazwai explore the ongoing impact of US President Donald Trump’s tariff policies.

Satrix triumphs at SALTA 2025

Satrix, South Africa's premier provider of index-tracking investment products, maintains its leading position at the prestigious 2025 South African Listed Tracker Awards (SALTA) held at the Johannesburg Stock Exchange (JSE) in Sandton on 3 April 2025. The leading indexation house, which commands 38% of South Africa's ETF market share, took home a total of 10 accolades.
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GHOST BITES (Anglo American | Anglo American Platinum | Cashbuild | Gold Fields | Kumba Iron Ore | Supermarket Income REIT | Orion Minerals...

Anglo American, Anglo American Platinum and Kumba Iron Ore all released production updates. Further mining news came from Gold Fields and Orion Minerals. Cashbuild released a sales update. Zeder's financials show some pressure on Zaad's valuation. Supermarket Income REIT is seeding a joint venture.

GHOST BITES (4Sight | Afrimat | Barloworld | Capitec | Emira Property Fund | Quilter)

Capitec's results are exceptional. The PIC is accepting the Barloworld offer. Afrimat had a really tough year. Quilter's net inflows were good enough to offset market moves. 4Sight announced a solid deal. Emira needs a new CEO.

 

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GHOST WRAP – Q1 winners on the JSE

In considering how the first few months of the year have played out, some surprising winners have emerged. The performance in gold is simply a case of the sector carrying on where it left off in 2024, but what about platinum? And where did that telecoms rally come from? Also, have retail stocks continued their slide since the previous episode of Ghost Wrap that focused on that issue?

GHOST WRAP – Retailers on sale on the JSE

The retail sector got off to a very poor start in 2025. With practically the entire sector down, are there stocks that were punished more than they should've been? This podcast is a useful summary of recent retail updates.
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