Some light amidst the darkness
The JSE is only 3% down from a record high achieved during January, underpinned by the rand hedge properties of some of the largest weighted companies as well as the performance of our banks.
Copart: From Junk to Gold
Copart is a global provider of online auctions and vehicle remarketing solutions. The company provides secondhand vehicle sellers with a full range of services to process and sell vehicles through its online auction platform – VB3.
Xi Jinping consolidates power
The culmination of the Chinese Communist Party’s (CCP) 20th National Party Conference sent reverberations around the world as Xi Jinping was confirmed for a third term, surrounding himself with loyalists.
ASML: The Backbone of the Semiconductor Industry
ASML is a global innovation leader in the microchip industry. The group is a focused supplier of lithography solutions (one of the most crucial steps in chip manufacturing) to all of the world’s major chipmakers.
Financial conditions continue to tighten
The dollar has been on a tear this year as the Federal Reserve has pushed through 325 basis points of rate increases.
Europe’s gas crisis
After commodities spiked in the wake of Russia’s invasion of Ukraine, most have dropped as most Russian exports have been redirected towards less hostile countries.
Global markets confront triple threat
Global financial markets have experienced a tumultuous six weeks.
Rise of the Robinhooders
In early 2021, retail traders made Wall Street’s finest look amateur. Retail investors – simply – are non-professional investors. These investors often do not have experience or professional knowledge of the stock market or the companies underlying it.
Commodities – the price of sanctions
Russia’s invasion of Ukraine and the sanctions imposed by the western world have caused huge disruption across financial markets. Volatility has risen dramatically, impacting global equity markets. Russia’s position as one of the largest and most diverse global commodity producers has caused unprecedented ructions across numerous commodities.
Palo Alto – cybersecurity now an imperative
Cybersecurity has been thrust into the forefront of large companies’ priorities over the last 18 months. The rapid shift to remote work in March last year accelerated the transition towards public clouds and cloud-based applications.