FNArena’s Weekly Insights – May 13 2024
In this week's Weekly Insights: -More Positives Than Negatives -New Market Leadership? -2024 The Year Of Gold Miners? -All-Weathers Welcome Soul Pattinson -Model Portfolios, Best Buys & Conviction Calls By Rudi Filapek-Vandyck, Editor More Positives Than Negatives Judging from corporate updates, both internationally and locally, the general context has created a tricky framework …
Bassanese Bites: 4th time lucky? – May 13 2024
Global markets – week in review The global equity market rebound continued into its third week as softer-than-expected US labour market data encouraged markets into believing the Fed could still cut rates a couple of times later this year. Following on from the previous Friday’s soft payrolls …
FNArena’s Weekly Insights – May 06 2024
In this week's Weekly Insights: Opportunity In Data Centres By Rudi Filapek-Vandyck The concept confounds many an investor, and market commentators too; from the moment the market understands there's a whole lotta growth up for grabs on the horizon, share prices move onto above market-average multiples which, at …
Bassanese Bites: Rate reprieve – May 06 2024
Global markets – week in review The global equity market rebound continued into its second week following a less hawkish-than-feared Fed meeting and a soft US payrolls report. Markets were relieved Fed chair Powell played down the risks of another rate hike, even while conceding there’s less …
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