Thursday, November 21, 2024
Tag:

Investec

PODCAST: Top concerns for global financiers in today’s market

Join Investec CEOs, Cumesh Moodliar (SA) and Ruth Leas (UK), as they share their key insights from the recent IMF and World Bank meetings in Washington in the latest episode of No Ordinary Wednesday.

INVESTEC PODCAST: Mini-budget preview: Improved outlook for state finances?

In the latest episode of the No Ordinary Wednesday podcast, Investec Chief Economist Annabel Bishop and Treasury Economist Tertia Jacobs discuss the Finance Minister's priorities ahead of the mini budget on 30 October.

India a gateway to outsized emerging market opportunities

As the global economy shifts from a high inflation and high interest rate environment into the next interest rate cutting cycle, global investors are casting their net wider in their search for returns. India is an attractive opportunity.

Ghost Bites (Clientele | Fairvest | Investec | MTN Zakhele Futhi | Orion | Renergen)

Clientele, Fairvest, Investec and Orion all released important numbers. MTN Zakhele Futhi released the circular to extend the structure. Renergen has completed its maintenance.

Ghost Bites (Anglo American | Anglo American Platinum | Growthpoint | Hyprop | Murray & Roberts | Mustek | Pan African Resources | Super...

Anglo placed the Amplats shares at a significant discount in the market. Growthpoint and Hyprop released property updates, while earnings also came in from Murray & Roberts, Mustek, Pan African Resources and Super Group.

A responsible investing roadmap

Given the lack of global ESG standardisation and its politicisation, how should investors approach responsible investing and measure its impact? Investec Wealth & Investment International has launched a comprehensive guidebook on the topic. In the latest episode of the No Ordinary Wednesday, Jeremy Maggs speaks to the authors, Boipelo Rabothata, ESG Specialist and Co-Fund Manager of the Investec Global Sustainable Equity Fund and Maxine Gray, Business Strategist at Investec Wealth & Investment International.

Ghost Bites (Bidcorp | Finbond | Murray & Roberts | MC Mining | PPC | Transpaco)

Bidcorp has released great numbers. Murray & Roberts is on the mend. MC Mining has attracted major foreign investment. PPC is paying a special dividend. Transpaco's numbers are uninspiring. Finbond is doing a risky deal.

Ghost Bites (BHP | Brimstone | Master Drilling | Pick n Pay | Redefine | Sasfin | Sea Harvest | Stor-Age | WBHO)

BHP is a great example of mining cycles. Pick n Pay has some green shoots. Stor-Age remains a solid player. Look out for Brimstone, Master Drilling, Redefine, Sea Harvest, WBHO and more.
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