Thuto Media Insider Exchange

[Full Show] Trade Deal, Gold Reclassification and Banking Fees

Loading player...
Market Matters
This week, we look back on the US interest rate decision, we try and make sense of some Truth Social posts, and we reflect on the trade deal that might be. We also look at breaking tariff news boosting markets. If we have time, we will look into earnings set to be released.

Deep Dive
We dive into the changes in international regulations [Basel III] related to the classification of Gold by central and commercial banks. We look at the implications this will have on country reserves, as well as bank balance sheets. We also unpack the value of holding gold vs other assets at the moment.

Investor Insights
We reflect on the announcement from the FSCA that they would be investigating banking fees and charges, as well as compare the different rates charged by commercial banks for cross-border transactions and payments. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week.

Episode Guest(s):
Precious Mhlandhla, Managing Partner of African Urithi Capital
15 May English South Africa Investing · Business News

Other recent episodes

[Full Show] Musk-Trump Break-Up, EVs in SA and Food Stocks

Market Matters This week, we unpack the Greatest Break-up of All, we look at the biggest Diamond deal, and we try make sense of Goodyear's decision to close their South African facility. Deep Dive We dive into the growing market of electrified vehicles in South Africa. We explore the different…
17 Jun 52 min

[Full Show] Inflation Targeting, Funeral Policies and PIC's R4bn Loss

Market Matters This week, we look back on the interest rate decision made by the South African Reserve Bank and share our thoughts on what could be the most fundamental shift in monetary policy that we have seen in South Africa in over 25 years. We also take stock of…
4 Jun 56 min

[Full Show] Final Budget Speech, Car Financing and Stock Shorting

Market Matters This week, we reflect on the Budget Speech that finally made it. We look ahead to the interest rate decision in SA expected this week, and wrap up the conversation with a look at US PCE data set to be released this week. Deep Dive We dive into…
29 May 1 hr 05 min

[Full Show] America Downgraded, Gambling Industry and FMAS25

Market Matters This week, we look back on the downgrade of the United States by Moodys. We unpack the ZAR flirting with sub-R18 levels, and wrap up the conversation with a look at upcoming Chinese, European and South African data set to be released this week. Deep Dive We dive…
21 May 1 hr 03 min

[Full Show] Budget 3.0, Chinese Luxury and FSCA Crackdown

Market Matters This week, we look ahead to Budget Speech 3.0, interest rate decisions and markets at all-time highs until the tariffs are suspended. We also share our thoughts on some community requests we received. Deep Dive We dive into Chinese luxury goods. We explore the online claims surrounding luxury…
7 May 58 min
All episodes