Trading update : 28 February 2025
When the US sneezes, the world catches a cold, and there are worrying signs for the economy and dollar. While the AI chip race is hotting up thanks to DeepSeek’s arrival, tighter margins, rising competition and tariffs are weighing on stocks like Nvidia. Prosus is turning to Europe for growth, hoping to turn its latest acquisition into the iFood of Europe.
Trading Update : 21 February 2025
Semis are surging, investors are full-on ‘risk on’, Morgan Stanley thinks China’s looking good again, and Nike hopes Kim K can turn their fortunes around. But investors need to proceed with caution as a “retail frenzy” is brewing and copper looks like it could take a tumble. President Trump is also about to open a new front in his trade war.
Trading update : 13 Feb 2025
It’s been another week of head-spinning news for investors. From soggy US earnings and the Magnificent Seven’s eye-popping (over?)valuations to China firing back in the trade war, there’s a lot to unpack. But it’s not all doom and gloom! Shopify is on a spree, Coke sales are fizzing, and European stocks are gearing up for a possible revival.
Trading update : 7 February 2025
From emerging market jitters to cocoa crises, markets are taking investors for a wild ride, especially as Trump’s trade tactics keep everyone guessing. Positive economic indicators (new car sales and stronger growth forecasts) bode well for SA Inc. and Boxer keeps punching above its weight, but warning lights are starting to flash on inflation.
Trading update : 31 January 2025
Trump’s tariff talk is toying with global currencies, with the rand surprisingly resilient (for now). Inflation’s back on the menu, this time with a side of geo-economic risks while the US economy just keeps on trucking. AI spending trends and eased US tobacco regulations are the headlines for those looking for strong investment themes.
