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Skin on the bones
General - 27 August 2020

It is time to revisit banking. Three of the big four have all reported and, as with the latest Reserve Bank BA 900’s, the picture isn’t pretty. This COVID-19 horror movie has further to play out. But capital cushions are reasonable even if return on equity... Read More

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An Apple a day…?
General - 26 August 2020

You may have an Apple PC or smartphone, but would you buy Apple shares right now? And would you buy an earnings stream that is being inflated on an earnings per share basis because there are fewer shares in issue? The share price per unit of... Read More

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Fed fortune cookie follies
General - 23 August 2020

Andrew Kinsey’s latest note analyses the Federal Reserve’s latest minutes and the implications of that for asset prices in the US and around the world. There is a good reason the note is entitled “Fed fortune cookie follies.”

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Stimulus surge takes the sting out of COVID-19
General - 19 August 2020

Moody’s, the ratings agency, made the point recently that COVID-19 is driving business activity in America. How so? Are there risks and what about South Africa? Are there lessons to be learned? Here is a startling statistic. The M2 measure of the money supply in the... Read More

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Rolling in the Deep…..
General - 13 August 2020

It seems an eternity since West Texas Intermediate (WTI) May Futures traded at minus $40/bbl. Today, a similar contract is plus $42/bbl. Incidences such as these do not occur in isolation. Further disruption in the oil patch is not out of the question following the catastrophic... Read More

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Iron ore up, all else down
Mining - 10 August 2020

How high can BHP go? It is already a shade below AUD40 on the Australian exchange whilst on the JSE the stock is up 20% year to date (and almost 100% since the low in March, assisted by rand weakness). In “Iron ore up, all else... Read More

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Going, going for a song
Oil & Gas Producers - 4 August 2020

Sasol is in the spotlight. In “Going, going for a song” Ingham Analytics say that if Sasol management keep flogging the shareholders’ silver as they’re attempting to do with the potential sale of sixteen air separation units located in Secunda to Air Liquide, they’ll have to... Read More

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Bedazzled
General - 3 August 2020

Forget hyperinflation as the reason for gold nudging $2,000/oz. The answer lies in the US 10-year Treasury. Gold is rising at the same time as Treasury interest rates are falling. Odd? Quite the contrary say Ingham Analytics in “Bedazzled.” If we thought central banks were forever... Read More

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Forever blowing bubbles...
General - 27 July 2020

The Swiss franc has been appreciating – against the US dollar – and the US dollar index has been under pressure since a brief spike in late March as COVID-19 gripped the world. Ingham Analytics make an analogous point that central bankers are all fans of... Read More

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Tencent on top of its games
Media - 26 July 2020

International mobile games are increasingly important for Tencent, growing ahead of its China revenues. Tencent is also acquiring content through acquisitions. Tencent is currently in exclusive talks to acquire Leyou Technologies, the Nasdaq and Hong Kong listed games developer. This is not a small company, with... Read More

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