Insider Exchange

Investor Insights: Illegal Lenders

We look at the increase in the number of unauthorized lenders and unpack the concerns around licensing in the lending space. We also provide information useful to consumers looking to validate lender licensing: FSP - https://www.fsca.co.za/Fais/Search_FSP.htm NCR - https://www.ncr.org.za/register_of_registrants/registered_cp.php And, of course, we update our wall of preferred picks.

30 Sep 2024 19 min

Deep Dive: Global Commodities

We dive into global commodities taking a look at base and precious metals. We dig into the current sentiment for metals like iron ore, chrome and platinum as well as expand on why copper appears to be growing in popularity among mining companies. We are joined in studio by Seleho…

30 Sep 2024 18 min

Market Matters: Chinese Stimulus

This week, we look back on the Chinese stimulus package announced at the start of the week. Markets have reacted positively towards the announcements made by China. We also take a look at Switzerland as they join the rate-cutting conversation.

30 Sep 2024 16 min

Investor Insights: CMA Updates

We revisit the changes within the Common Monetary Area that came into effect at the start of September. We share some practical experiences from recent travels within the CMA region. We also add a few new stocks to our wall of preferred picks.

22 Sep 2024 17 min

Deep Dive: US Small-Cap Stocks

We dive into the world of United States small-cap stocks. We dig into the size of the market and why it presents an attractive opportunity when compared to other small-cap markets around the world. We are joined by Faheema Adia, Senior Analyst at Momentum Securities for this segment.

22 Sep 2024 18 min

Market Matters: Rate Cuts Everywhere

This week, we reflect on interest rate decisions from the US FED and the SARB. Both central banks provided some interesting insights into their outlook, thought processes and potential future rates decisions. You get a rate cut, you get a rate cut, everybody gets a rate cut!

22 Sep 2024 11 min

Investor Insights: Avoiding Scam and Crypto Bots

We look into the re-emergence of online bots and update our wall of preferred picks with some local and international companies that all have something in common. We also provide a little colour as to the reasons why some of this week's picks are of interest to us.

16 Sep 2024 17 min

Deep Dive: Identifying Quality Businesses

We dive into the key considerations investors should think about when looking to identify quality businesses. We highlight some important metrics that can be used to measure the strength of a company's performance, as well as some leadership considerations to take into account. We are joined by Keith McLachlan, CEO…

16 Sep 2024 16 min

Market Matters: Seeking Returns

This week, we look back on developments in the Anglo stable, both on the platinum as well as on the gold side. We also analyze the recent interest shown in SA bonds and what this could potentially mean for the global investment landscape.

16 Sep 2024 14 min

Investor Insights: Finding Local Value

We add some new local counters to our wall of preferred picks and chat about why they have peaked our interest at the moment. Petri Redelinghuys, Founder at Herenya Capital weighs in here.

8 Sep 2024 10 min

Deep Dive: China-Africa Cooperation Summit

We dig into the Forum for China-Africa Cooperation Summit (FOCAC) that took place in Beijing and what it means for the African continent. We also unpack some of the conditions that typically come with foreign direct investment (FDI) commitments and how Africa can negotiate these better. We are joined in…

8 Sep 2024 10 min

Market Matters: The September Effect [Sponsored]

This week we look ahead to the NFP report in the US. We also discuss the increased volatility that started off the first trading week of September and what some of the moves could potentially be signaling from an investor point of view. Dany Mawas, CEO at Finalto South Africa…

8 Sep 2024 14 min

Investor Insights: Taxing the Pots

We continue sharing our thoughts on the changes coming into effect under the two-pot retirement amendments by looking at the tax implications of withdrawals. And we make some recommended adjustments to our wall of preferred picks.

2 Sep 2024 27 min

Market Matters: August Round-Up [Sponsored]

This week we reflect on the month of August and some of the major developments that would have affected markets. We also look at some of the surprise moves from local and international markets. We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa.

2 Sep 2024 17 min

Investor Insights: Leaving the Pots Alone

We share our thoughts on the decision to withdraw funds from the new savings pot from 1 September as well as other changes coming into effect under the two-pot retirement amendments. And we add 3 new stocks to our wall of preferred picks.

26 Aug 2024 21 min

Deep Dive: The Buffet Mindset

This week, we are joined in studio by Prof. Adrian Saville, Professor at Gordon Institute of Business Sciences to look into science behind the success of Berkshire Hathaway. We dig into the Berkshire empire and unpack the mindset and investment philosophies of the legendary Warren Buffet. Everything from how to…

26 Aug 2024 16 min

Market Matters: Powell'ing Markets [Sponsored]

We look into the possible implications of Jerome Powell's speech at the Jackson Hole Symposium on markets. Then we discuss South Africa's latest inflation print, before wrapping up with a look at Shein's lawsuit against Temu. We are joined in studio for this segment by Dany Mawas, CEO of Finalto…

25 Aug 2024 16 min

Investor Insights: SARB Forfeitures and Seizures

We wrap up our week's conversations with a look at the latest seizures and forfeitures of funds by the South African Reserve Bank on private companies. This follows a newly established legal precedent that allows the central bank unilateral powers. We also update our wall of preferred stocks that we…

20 Aug 2024 17 min

Deep Dive: Corporate Structures and Control

We dive into the various ways businesses are structured, how these structures come about and how various corporate actions can impact these structures. We also look into the options available to businesses founders looking to exit or scale up their businesses.

20 Aug 2024 18 min

Market Matters: SA Inc Loving the Attention

We look at what the latest US inflation data suggests for global interest cuts. We also look into the favour South African stocks are finding with investors because of their attractive and discounted valuations.

20 Aug 2024 16 min