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コンテンツは Old Mutual Investment Group によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Old Mutual Investment Group またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Stay up to date with the latest investment news from Old Mutual Investment Group.
334 つのエピソード
すべての項目を再生済み/未再生としてマークする
Manage series 2793305
コンテンツは Old Mutual Investment Group によって提供されます。エピソード、グラフィック、ポッドキャストの説明を含むすべてのポッドキャスト コンテンツは、Old Mutual Investment Group またはそのポッドキャスト プラットフォーム パートナーによって直接アップロードされ、提供されます。誰かがあなたの著作物をあなたの許可なく使用していると思われる場合は、ここで概説されているプロセスに従うことができますhttps://ja.player.fm/legal。
Stay up to date with the latest investment news from Old Mutual Investment Group.
334 つのエピソード
すべてのエピソード
×In this episode of The Money Show , Peter Brooke discussed the latest market trends. Peter talked about the remarkable rise of gold, the implications of Trump's tariffs on the global economy, and the challenges facing South Africa's industrial sector. This episode marks Peter's final appearance as a regular guest on our show. Tune in for his valuable insights. 🎙️ Thanks for listening! Follow us on Linkedin .…

1 The Money Show market update with Investment Analyst Siya Mbatha 4:49
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📌 Premier Group Expected full-year earnings growth of 20-30% Maintained margins despite soft commodity cost increases Strong capital expenditure discipline and pricing strategy 📌 Raubex Earnings set to rise to 25% Diversified away from Sanral into infrastructure and mining The Bauba acquisition is promising but poses cash flow challenges 📌 Gold Fields Share price down 5% after Gruyere Gold Mine offer rejected Concerns over overpaying at elevated gold prices Investors cautious about large-scale M&A activity at the top of the cycle Thanks for listening! Follow us on Linkedin .…
Absa appoints Kenny Fihla as CEO – A move expected to bring much-needed stability and leadership clarity. Thungela Resources’ results – Despite a 27% drop in earnings due to weaker coal prices, the company remains resilient with strong dividends and improved export prospects. Transnet’s rail performance – Notable improvements have strengthened South Africa’s mining outlook. 🎧 Head of Responsible Investment Research Tana Mongwe unpacks these key developments. Thanks for listening! Follow us on Linkedin .…
The latest budget proposal has left investors with more questions than answers. Will the VAT increase go through? What’s the impact on fiscal stability? And how have markets reacted? Join Portfolio Manager Jason Swartz as he unpacks the key takeaways and what they mean for South Africa’s economic outlook: - The revised VAT proposal and its implications - South Africa’s fiscal outlook and debt stabilisation efforts - Market reactions and investor sentiment Tune in now. Thanks for listening! Follow us on Linkedin .…
Key takeaways from The Money Show : ✅ Santam : Strong recovery post-COVID; net income up 51%. ✅ Aspen : New contracts and higher margins drive a 12% share price jump. ✅ Bidvest : Diversified results – international growth offsets local economic challenges. Thanks for listening! Follow us on Linkedin .…

1 🎙 Podcast: Market Moves – Prosus, Naspers and Sasol 5:00
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Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability. What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform. Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path? The big picture: What these moves signal for South Africa’s market outlook. Thanks for listening! Follow us on Linkedin .…

1 📊 Global Markets in February: Key Insights with Investment Analyst Sehrish Khan 3:44
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📉 US equities: Reached an all-time high on Feb 19 before declining due to inflation worries and weak economic data. 🇪🇺 Europe’s strength: European equities outperformed, gaining 13% YTD, supported by strong economic data and improving energy dynamics. 🏅 Gold’s surge: Up 10% this year, reflecting investor demand for safe-haven assets amid geopolitical uncertainty. 🇿🇦 SA market trends: Positive performance, mainly driven by Naspers and Prosus, thanks to Tencent’s strength and renewed interest in Chinese tech. ⚖️ Political developments: SA’s budget speech delay and load shedding underscored ongoing risks, though the rand remained stable. 🎯 Investment takeaway: Market uncertainty and regional divergence highlight the importance of risk management. Thanks for listening! Follow us on Linkedin .…

1 🎙 Podcast: Market Moves – Prosus, Naspers and Sasol 5:00
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Join Portfolio Manager Meryl Pick as she unpacks the latest market developments: 📉 Prosus and Naspers stock drop – down nearly 8%, while Tencent fell only 4%. The Just Eat acquisition may have unsettled investors expecting a focus on profitability. 🚚 What’s the right valuation for food delivery? The market still debates whether Just Eat is a logistics company or a true tech platform. ⚡ Sasol earnings down 30% – but free cash flow is improving. Could this indicate a recovery path? 🌍 The big picture: What these moves signal for South Africa’s market outlook. Thanks for listening! Follow us on Linkedin .…
🎙 Join Portfolio Manager Jason Swartz as he unpacks the surprising postponement of South Africa’s Budget Speech . Jason shares insights on the implications for the Government of National Unity (GNU) ⚖️ and the broader economy 📈 . 🔑 Key takeaways: 💰 The budget was delayed due to disagreements over a potential VAT hike . ⚖️ This could signal cracks in the GNU – or proof that it's working . 🏛️ The ANC has been asserting its authority within the coalition , as seen with recent policies like the NHI and Expropriation Act . 📉 Market reaction was muted , suggesting investors may see the GNU as functioning despite political noise . Thanks for listening! Follow us on Linkedin .…
🎧 On The Money Show, Portfolio Manager Arthur Karas shared key market updates: 💰 Anglo American Platinum’s R16.5bn shareholder payout – A strategic move as Anglo American streamlines its portfolio, focussing on iron ore and copper. Limited new platinum mine investments could tighten future supply, supporting prices. 🏗️ Afrimat’s diversified strategy – Despite short-term pressure from rail constraints and weak local demand, long-term growth is underpinned by Lafarge’s cement turnaround and efficiency improvements at Nkomati Anthracite Mine. 🥚 Quantum Foods’ strong recovery – After last year’s avian flu outbreak, the company has ramped up egg production by 70%. While egg prices dipped 13% due to better availability, the outlook for profitability remains positive. Thanks for listening! Follow us on Linkedin .…
🎧 On The Money Show , Portfolio Manager Peter Brooke shared key market updates: 📈 Telkom’s strong Q3 – Despite flat revenue, EBIT surged 28%, boosting its share price by 8%. Smart cost management and market share gains in mobile and data are driving growth. 🌍 Leadership moves – Capitec & BAT made strategic director appointments, bringing global expertise to drive future success. 💰 Rand strength and commodities – The rand was the best-performing currency globally, backed by rising gold, copper, and iron ore prices, while China’s equities showed resilience. Thanks for listening! Follow us on Linkedin .…
Listen in as Reza Fakie, Portfolio Manager of the Old Mutual Global Managed Alpha Equity Fund, shares insights on what’s shaping global markets in 2025. He also analyses emerging markets vs developed markets, and where opportunities lie. 🔹 US and China led global returns in 2024 🔹 Large caps, momentum, and growth dominated 🔹 Emerging markets' growing influence 🔹 Market disruptions to watch in 2025 Thanks for listening! Follow us on Linkedin .…

1 What investors need to keep an eye on in 2025 | Quarterly Market Update 20:56
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As markets enter 2025, investors face a dynamic landscape of shifting interest rates, technological disruption, and geopolitical challenges. In this video, our CIO, Siboniso Nxumalo, provides in-depth analysis and actionable insights to help investors navigate the year ahead with confidence. ✔️ The impact of interest rates on portfolio positioning. ✔️ China’s economic revival and the influence of the US under Trump’s administration. ✔️ Opportunities in emerging markets versus developed markets. ✔️ Key South African sectors to watch. ✔️ The role of technology and sustainability in shaping investment strategies. Thanks for listening! Follow us on Linkedin .…
🎧 Listen to Portfolio Manager Peter Brooke from Old Mutual Investment Group on Radio 702’s The Money Show as he unpacks the anticipated market volatility driven by Donald Trump’s policies. Trump’s inauguration is scheduled for later this month. Peter also highlights the strong performance of the South African equity market in 2024 and gives insights into his stock pick, Sun International. Thanks for listening! Follow us on Linkedin .…

1 Market update with Investment Analyst Sehrish Khan 📈 4:14
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US equities have continued their winning streak following Donald Trump’s victory in the US election. Concerns remain around the long-term impact of this election outcome, particularly for emerging markets. Local equities started the month of December strong, lifted by Naspers' positive results earlier in the week. However, GDP data disappointed on Tuesday, which led to a reversal of equity gains. South Africa’s growth prospects remain vulnerable to various factors, but we remain cautiously optimistic about the improving outlook. Thanks for listening! Follow us on Linkedin .…
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