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Can South Africa do +3% GDP next year? (#595)
Manage episode 429326099 series 17433
- IMF's projection: 0.9% GDP for South Africa this year.
- Potential factors for growth next year:
- Reduced load shedding could add 1% to GDP.
- Two-pot system introduction, expected to inject around 40 billion rand into the economy.
- Potential rate cuts: half a percent by the end of the year, possibly 1% by mid-next year.
- Inflation targeting at 4.5%.
- Optimistic outlook with a 60-70% probability of achieving 3% GDP in 2025.
- Bell and Sasfin delisting announcements.
- Other potential delisting candidates in the small-cap space.
- Importance of constructing a portfolio that can benefit from economic growth and potential takeouts.
- Explanation of the rights issue and its implications.
- Instructions for shareholders on handling nil paid letters.
- Simon's perspective on waiting for dust to settle before considering Pick n Pay shares.
Today is the last day to trade before Pick n Pay rights issue kicks in. ° If you hold at close tonight you will receive 51.11 rights per 100 PIK shares, code will be PIKN ° You can sell then in market ° Or pay 1596c per each to get a new PIK share ° HAVE to do so by 30 July
— Simon Brown (@SimonPB) July 16, 2024
Property Stocks and Income ETFs
- Analysis of South African property stocks and their recent performance.
- Attractive yields in local and international income ETFs.
- Recommendation to explore defensive income stocks and ETFs for potential investments.
- Find local ETFs here.
- MPC and FOMC meetings' impact on interest rates.
- Simon's forecast on rate cuts in South Africa and the US.
528 episoder
Manage episode 429326099 series 17433
- IMF's projection: 0.9% GDP for South Africa this year.
- Potential factors for growth next year:
- Reduced load shedding could add 1% to GDP.
- Two-pot system introduction, expected to inject around 40 billion rand into the economy.
- Potential rate cuts: half a percent by the end of the year, possibly 1% by mid-next year.
- Inflation targeting at 4.5%.
- Optimistic outlook with a 60-70% probability of achieving 3% GDP in 2025.
- Bell and Sasfin delisting announcements.
- Other potential delisting candidates in the small-cap space.
- Importance of constructing a portfolio that can benefit from economic growth and potential takeouts.
- Explanation of the rights issue and its implications.
- Instructions for shareholders on handling nil paid letters.
- Simon's perspective on waiting for dust to settle before considering Pick n Pay shares.
Today is the last day to trade before Pick n Pay rights issue kicks in. ° If you hold at close tonight you will receive 51.11 rights per 100 PIK shares, code will be PIKN ° You can sell then in market ° Or pay 1596c per each to get a new PIK share ° HAVE to do so by 30 July
— Simon Brown (@SimonPB) July 16, 2024
Property Stocks and Income ETFs
- Analysis of South African property stocks and their recent performance.
- Attractive yields in local and international income ETFs.
- Recommendation to explore defensive income stocks and ETFs for potential investments.
- Find local ETFs here.
- MPC and FOMC meetings' impact on interest rates.
- Simon's forecast on rate cuts in South Africa and the US.
528 episoder
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