Market Wrap

Why emerging markets lost their appeal in March

Data from the International Institute of Finance shows that foreign net flows to emerging market equity and debt portfolios slowed in March to their weakest in almost a year. Business Day TV's Alishia Seckam caught up with RMB’s Varushka Singh to discuss the factors that contributed to the slowdown.

13 Apr 2021 2AM 3 min

Stock pick — AB InBev

Nick Kunze from Sanlam Private Wealth chose AB InBev as his stock pick of the day. "We like AB InBev at the moment, if you've seen the pictures of the Brits being back at the pubs today, and they are back in the beer gardens, even though they're sitting in…

12 Apr 2021 2AM 1 min

Alibaba and LVMH

Martin Smith from Anchor Capital chose Alibaba as his stock pick of the day and David Shapiro from Sasfin Securities is looking at Luxury stocks like LVMH. Smith said: "I've gone back and forward a little bit on this one but I think I'm going to say Alibaba. They are…

9 Apr 2021 2AM 1 min

Stock pick — Coronation Fund Managers

Nesan Nair from Sasfin Securities chose Coronation as his stock pick of the day. "I'm going with Coronation, trying to buy some of these financials that have been pulled back a little bit. Hopefully we'll know whether it's the right call in the next few weeks"

8 Apr 2021 2AM 1 min

Stock pick — Investec Property Fund

Nesi Chetty from Stanlib chose Investec Property Fund as his stock pick of the day. "We like Investec Property Fund. It's one where the local portfolio is very defensive. If you look at rental collections in the pandemic it's been 94% in Europe and probably closer to 99% in SA…

7 Apr 2021 2AM 1 min

Stock pick — Rio Tinto

Graeme Franck from PSG Wealth Sandton Grayston chose Rio Tinto as his stock pick of the day. "I'm going to go offshore, we just recently added Rio Tinto to our list offshore and the market is telling you that iron ore prices have run a little too hard. I know…

6 Apr 2021 2AM 1 min

Stock pick — PPC

Makwe Masilela from Makwe Fund Managers chose PPC as his stock pick of the day. "Stock pick right now is PPC, we think they're getting things right and they're managing to get things structured. Yes their debt is sitting at R5.2 billion but they are working on reducing that and…

30 Mar 2021 2AM 1 min

Stock pick — Barloworld

Viv Govender from Rand Swiss chose Barloworld as his stock pick of the day

29 Mar 2021 2AM 1 min

Stock picks — Meituan and cash

David Shapiro from Sasfin Securities chose Meituan as his stock pick of the day and Makwe Masilela from Makwe Fund Managers chose cash. Shapiro said: "I picked up Meituan which is a very big food delivery company and service delivery company in China and I was going through their results…

26 Mar 2021 2AM 1 min

Stock pick — South32

Rob Towell from Sasfin Securities chose South32 as his stock pick of the day. "The big miners have come off quite a bit and South32 has come off there as well. It's down about 12.5% the last two weeks and we really like South32 and the mix of metals that…

25 Mar 2021 2AM 1 min

Stock pick — Alibaba

Steven Schultz' from Momentum chose Alibaba as his stock pick of the day. "I'm going for Alibaba, it's down at a whopping 29 since its October highs. It's undeniably one of the highest quality hyper growth blue chips that one can purchase globally."

24 Mar 2021 2AM 1 min

Stock pick — Givaudan

Caroline Cremen from Adviceworx chose Givaudan as her stock pick of the day. "My stock pick tonight is a blue chip company listed in Switzerland it's got consistent and increasing dividends and it does something that we take for granted, it produces fragrances and flavours and the market size of…

23 Mar 2021 2AM 1 min

Stock pick — cash and City Lodge

Independent analyst Chris Gilmour chose City Lodge as his stock pick of the day and Nesan Nair from Sasfin Securities chose Cash. Gilmour said: "I'm going to go with a real plant areal far left field one City Lodge. This thing was priced for failure up until fairly recently and…

19 Mar 2021 2AM 2 min

Stock pick — Coronation

Nesan Nair from Sasfin Securities chose Coronation as his stock pick of the day. "I'm going to go with the Coronation Fund Managers, this is one of those great shares that for a long time has has fallen back, largely because of non-performance of the stock market. But, we've had…

17 Mar 2021 2AM 1 min

Stock pick — Naspers

Graeme Franck from PSG Wealth Sandton Grayston chose Naspers as his stock pick of the day. "I'm just going to go with Naspers for the simple reason that TenCent has come down with 17% since it's February high on the back of possibly more Chinese regulations and that's always been…

16 Mar 2021 2AM 1 min

Stock pick — Glencore

Nick Kunze from Sanlam Private Wealth chose Glencore as his stock pick of the day. "It's again with an inflation of theme Alishia, I'm going for Glencore. We've seen a big shortage supposedly this year for the likes of copper. A lot of the sort of precious metals and industrial…

11 Mar 2021 1AM 1 min

Stock pick — Stock pick — Aspen

Makwe Masilela from Makwe Fund Managers chose Aspen as his stock pick of the day. "I prefer Aspen, the guys have managed to reduce their debt and if you look at their leverage ratio which is sitting at almost 2.8 times which is comfortably below their confidence of 3.5%. I…

10 Mar 2021 1AM 1 min

Stock pick — South32

Robert Towell from Sasfin Securitries chose South32 as his stock pick of the day. " We're looking atSouth32, you know they've got a very strong share buyback currently going on and their mix of metals is very good as well with nickel and alumina they've also got silver and as…

9 Mar 2021 1AM 1 min

Market Wrap - Stock pick — Zoetis Inc

Caroline Cremen from Adviceworx chose Zoetis Inc as her stock pick of the day. "I'm going to something that really makes me feel good, it's a company called Zoetis. Now this is a 65 year old pharmaceutical company if you haven't heard of it before it was unbundled from Pfizer…

8 Mar 2021 1AM 1 min

Market Wrap - Stock pick — Equites Property Fund

Nesi Chetty from Stanlib chose Equites Property Fund as his stock pick of the day. "We like a company called Equities, I guess markets have run ahead of fundamentals in certain sectors and we think when you get this reversal back from let's call it cyclicals, and you get value…

3 Mar 2021 1AM 1 min