I spoke with Keith McLachlan of Integral Asset Administration about investing offshore, particularly on learn how to cope with the tens of 1000’s of shares accessible globally. He had some nice recommendations on learn how to use filters to whittle them right down to a manageable variety of shares, on which one can do additional, deeper analysis earlier than deciding whether or not to speculate or not. (Learn transcript)
Tencent reported its first-ever drop in income and I spoke with Schalk Louw of PSG Previous Oak on how he noticed the outcomes. Weak outcomes have been largely anticipated as a result of hardline stance China has been taking over Covid-19, in addition to regulatory points during the last yr. Nevertheless, the corporate stays a dominant participant in China, with over one billion WeChat customers, and Schalk says the inventory seems to be low-cost. (Learn transcript)
Customers the world over are beneath strain and South Africa isn’t any completely different. I spoke with Momentum economist Johann van Tonder about this strain, and on whether or not he expects issues to enhance for the buyer. The petrol value is predicted to fall by not less than 200c in September, however rising rates of interest and meals inflation will proceed to harm. (Learn transcript)
Caxton* has a said intent to take management of Mpact and it issued a Sens final week, having a go on the Mpact board. I spoke with Caxton non-executive chair Paul Jenkins about its issues and the method thus far. We additionally spoke concerning the course of to observe and later within the week Mpact issued a Sens in reply, refuting Caxton’s claims. (Learn transcript)
Additionally this week:
Teljoy CEO Jonathan Hurvitz on shopper shopping for traits, particularly the rising development of subscription as a manner of consuming issues. (Learn transcript)
*Disclosure: Caxton’s majority shareholders are additionally majority shareholders in African Media Leisure (AME), the proprietor of Moneyweb
