Global small caps a giant market

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Independent analyst Jimmy Moyaha talks the weak updates from both Omnia and MTN.
Keith McLachlan of Integral Asset Management on his JSE-listed offshore small cap AMC (actively managed certificate).
10X Investments's Chris Eddy talks the pitfalls of tactical asset allocation in the short term.

8 Nov 2023 12AM English South Africa Business News · Business

[TOP STORY] Tailoring unrest insurance to industry risks in SA

Themba Sibiya from Sasria explains that the Wrap Cover change to highlight for clients is that the rates are now based on occupancy and the industry a client falls into.

7 Apr 2AM 6 min

Wait for peace: Then buy the rebound

Petri Redelinghuys from Herenya Capital Advisors unpacks the key trade to watch when the Iran conflict winds down. Anelmari Truter from Tax Consulting SA breaks down Sars’s intensified focus on high-wealth individuals and donation structures – what’s changing and what it means for taxpayers. Plus, Themba Sibiya from Sasria on…

7 Apr 1AM 20 min

[TOP STORY] Demystifying SA’s retail investment surge

‘Treasury has indicated that there will be consistency and certainty around how retail hedge funds are taxed in line with traditional unit trusts, which … talks well to the motif of saving in South Africa’ – Hayden Reinders, Prescient Fund Services.

2 Apr 3AM 7 min

Trump speech offers no clear end to Iran war, long-term economic fallout looms

Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.

2 Apr 1AM 23 min

[TOP STORY] ‘Mampara week’ and the trap of relief spending

Dehan Scherman from National Debt Advisors has sound advice on navigating the payday poverty cycle experienced by so many South Africans.

1 Apr 2AM 5 min