Sunday, February 2, 2025

Retail review: Woolworths | Truworths | Massmart

Retail analyst Chris Gilmour weighs in on the recent results from Massmart, Woolworths and Truworths, as well as the offer from Walmart to take Massmart off the market.

Walmart gets firm on Massmart

Nobody can accuse Walmart of leaving the market in suspense. After tongues were set wagging by news of a potential offer, the American retail...

Flight to safety: market context ahead of non-farm payrolls

With non-farm payroll numbers due to be released this Friday, TreasuryONE helps us understand the macroeconomic context and the key drivers of currency movements.

The Family Finance Show: Personal Finance Habits for Entrepreneurs

In this guest appearance on The Family Finance Show, I kept it real. Very real. Far more real than a ghost, in fact. For hard-hitting realities on life as an entrepreneur, this show is a must-listen.

Potential offer by Walmart to acquire all outstanding shares in Massmart

Walmart is considering a potential offer of R62 per share for the remaining shares in Massmart, which would see the company turnaround strategy executed away from the public eye.

TreasuryONE: Reduce cash flow forecasting time by 75%

TreasuryONE wants to help you reduce the time spent on cash flow forecasting, while improving accuracy and freeing up more time for analysis.

China’s Malacca dilemma

Chris Gilmour puts on his geopolitical hat once more and gives excellent context to the importance of Taiwan and the impact on US - China relations in particular.

TreasuryONE webinar: Inflation, rate hikes and recession

The recording of the latest TreasuryONE webinar is available. Watch the video to learn more about the drivers behind the inflation and currency movements that have defined the market in recent months.
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