Sunday, February 2, 2025

Massmart shareholders say yes to Walmart

Shareholders are advised that at the General Meeting held today, Friday, 21 October 2022, convened to consider and approve the Scheme Resolution and the Delisting Resolution, all of the resolutions tabled were approved by the requisite majority of Massmart Shareholders present or represented by proxy and entitled to vote thereon.

Will rate hikes work for inflation?

There are senior voices in the Fed who aren't convinced that US inflation is being caused by the usual suspects. If that's the case, then hiking rates may not help. Chris Gilmour gives us an alternative thesis.

British pound: the new emerging market currency?

TreasuryONE's Andre Botha looks at the volatility in the pound in a week that is almost devoid of data.

After DIY stocks have been hammered, are there opportunities?

DIY stocks have taken a beating this year as things cooled off after the pandemic. Are we at the point where there are opportunities in the market? Chris Gilmour gives us his view.

TreasuryONE webinar: Inflation, recession and the US dollar

In the latest TreasuryONE webinar, Wichard Cilliers and Andre Botha unpack the macroeconomic landscape and answer questions from attendees at the end.

The dollar blows them all away

Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn't so great anymore.

A check-in on the hotel sector

With a focus on City Lodge's recent results, Chris Gilmour gives an encouraging view on the local tourism sector.

Russia mobilises

As Putin mobilises troops for Ukraine, the macroeconomic picture continues to deteriorate. Will this move make a significant difference in the war, or will it be more of the same for Putin? Chris Gilmour gives his view.
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