This site requires JavaScript to be enabled. Please enable JavaScript in your browser settings, or upgrade to a modern browser.

Weekly Money Show interview | Value trap risk

Loading player...

Peter Brooke shares his views on the SA bond yield and whether we're seeing a value trap in this part of the market. Further highlighted in this conversation, results from Raubex and Vodacom.

Thanks for listening! Follow us on Linkedin.

Chapters

00:06 Peter Brooke looks at SA bond yield as a better national confidence indicator than our currency
00:48 Peter Brooke shares his thoughts on the bond market as a value trap at the moment
02:03 How much is enough in terms of that value trap risk?
02:56 Looking at results from Raubex
05:06 Looking at results from Vodacom
06:36 Bruce Whitfield shares his thoughts on Sipho Pityana

16 May 2023 English South Africa Business

Other recent episodes

TOMORROW 2020 - Podcast Series

This compilation of podcasts is from interviews and recordings with contributors to TOMORROW 2020 – an annual thought leadership publication on all things related to responsible investing and green growth. To navigate to the topic or episode of your choice, go to CHAPTER MARKERS and click on the time indicator…

19 Apr 2021 1 hr 05 min

Fund Manager, Arthur Karas, breaks down the latest market activity with The Money Show’s Bruce Whitfield

Arthur Karas discusses SA Inc shares moving into more positive territory this week, providing glimmers of hope against a gloomy backdrop. He also unpacks Bidvest’s recent results, as well as the more optimistic outlook hinted at by the market’s perspective on SA-focussed companies, and whether the current depressed environment is…

22 Sep 2020 9 min

Fund Manager, Meryl Pick, talks latest market activity with The Money Show’s Arabile Gumede

Meryl Pick discusses the market turmoil that started off the week and whether this is the correction the market has been expecting – following a period of sustained buoyancy – as well as the state of the banking, resources and construction sectors and where investors are likely to find long-term…

22 Sep 2020 9 min

Fund Manager, Peter Brooke, Talks Shifting Markets With The Money Show’s Bruce Whitfield

Peter Brooke analyses the recent volatility of banking and insurance stocks, commodities sector performance, SA’s unemployment stats and the impact of Covid-19 on small businesses, and Government finally acknowledging SA’s energy crisis. Thanks for listening! Follow us on Linkedin.

30 Sep 2020 8 min

Market Moves and Portfolio Positioning - MacroSolutions Perspectives

Peter Brooke reflects on August as an interesting month for trends seen in Tesla leading the NASDAQ down on the back of the US and tech sector underperforming. In terms of our portfolios, we’ve tilted towards value in reflecting some of these extreme moves. Locally taking some profit in Naspers…

22 Sep 2020 3 min

All episodes