150 avsnitt

Taking a look at the day’s business news influencing market moving activity, and forex.

A Tiso Blackstar Group Production.

Keywords: money, opportunity, business plan, business ideas, business news, income, financial news

Market Wrap Business Day TV

    • Näringsliv

Taking a look at the day’s business news influencing market moving activity, and forex.

A Tiso Blackstar Group Production.

Keywords: money, opportunity, business plan, business ideas, business news, income, financial news

    Market Wrap - Stock pick - structured products

    Market Wrap - Stock pick - structured products

    Viv Govender from Rand Swiss Offshore chose a structured product in dollar and euros as his stock pick of the day

    "I'm going for a structured product, in the US and the UK, it gives you 20% in dollars if the market stays flat every quarter so it's a nice corona virus pick at the moment. It's only 3 years long which is longer than what this virus should last."

    • 39 sek.
    Market Wrap - Stock pick — Investec Property Fund

    Market Wrap - Stock pick — Investec Property Fund

    Nesi Chetty from Stanlib chose Investec Property Fund as his stock pick of the day.

    "We're looking for defensive opportunities for post Covid and I think in the short term companies with a strong balance sheet and good cash flow will probably hold their value. Investec Property Fund is one we've liked for a while and given that the shares have come off quite a bit it's one where we see good yield opportunities."

    • 55 sek.
    Market Wrap - Stock pick — JSE

    Market Wrap - Stock pick — JSE

    Nolwandle Mthombeni from Mergence Investment Managers chose JSE as her stock pick of the day. "I think there's only one company I have seen today that actually benefitted from the volatility in the market and that's the JSE. I think this is the break they needed and we're seeing value trade is up over 20% year-to-date and all that money is going to go straight to the bottom line and they are definitely going to have a good year if the volatility keeps up at this rate."

    • 41 sek.
    Market Wrap - Stock picks — Gold ETF, FAANG ETF and Nasdaq ETF

    Market Wrap - Stock picks — Gold ETF, FAANG ETF and Nasdaq ETF

    Sam Mokorosi from Vunani Capital chose Gold ETF as his stock pick of the day and David Shapiro from Sasfin Securities chose FAANG ETF and Nasdaq ETF

    Mokorosi said: "If I could for an ETF I would probably go for a Gold ETF just because you have the dual hedge; the rand hedge and the chaos hedge that gold gives you and that is where I would put my money at the moment.

    Shapiro said: "I'm a big tech man, I think tech stocks are going to come up so strong. Find a FAANG ETF, but if you want to stay local buy a Nasdaq ETF. I think the big companies with a lot of cash, not only to put into research and development but also to take out other companies. I think they are going to come up as big winners from the mess that we are in at the moment."

    • 1 min.
    Market Wrap - Stock pick — cash

    Market Wrap - Stock pick — cash

    Kwame Antwi from KOA Capital chose cash as his stock pick of the day.

    "The advice is simple, if you have cash, stay in cash. There will be an opportunity for you to buy what you need to buy and if you're in the markets I guess you are in already in and maybe just ride it. I think there's probably more pain down the line and I think it is better to miss the first 10-15% of a recovery than to catch the last 30% of a falling knife. So take your time, you have enough time to think and we'll get more clarity. I think the first time will be when we start seeing signs that the mortality or the infection curves are beginning to begin to flatten or at least get a sense of where we think this is going to end from a human point of view."

    • 1 min.
    Market Wrap - Stock picks — cash and Anglo American

    Market Wrap - Stock picks — cash and Anglo American

    Steven Schultz from Momentum chose short term cash and long term Anglo American as his stock picks of the day.

    "I'm going short-term cash, a bit of a cop-out I know but I will go bold long-term Anglo American. I think Anglo American is a quality company, diversified miner with a great portfolio and is currently trading at a price to book of 0.6, which is the type of stuff you see in textbooks. PE of about 4 or 5, they've definitely got some demand. Head winds on the horizon but if the world starts to recover I think they are well placed. They also have an amazing negative correlation between volatility and Anglo and so really bad sentiment I believe that's driving the sell-off that we're experiencing at the moment"

    • 53 sek.

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