Lloyds Banking Group is the largest digital bank in the UK. It has also benefitted from a major improvement in sentiment towards the broader European region. Is there something to get excited about here after years of sideways movement in the UK market, or is this all hype?
These days, the narrative has shifted from US Exceptionalism to one of punters working through the list of European companies to try and find something exciting to buy. Defence stocks seemed to be where momentum traders found their desired home, with incredible returns in those stocks. But what about the rest of Europe? Is there something there to justify this Europhoria? Are there other place to look, like China? And are you willing to allow Moe to invent the term Amexit?
To kick off the year, we couldn't resist talking about the major themes that have carried over from 2024 into a new calendar year. US - China relations, interest rates, frothiness in equity valuations - it's all in here, along with a sobering discussion that gives context to the JSE performance last year vs. global alternatives. Get excited about the markets this year in this episode of Magic Markets, with a fast-paced overview of the big stuff that you should be following.
In our final free show for the year, we look back on a year that has been dominated by gold and bitcoin, along with US equities that have shot the lights out. We consider a strong finish for China, along with the ongoing disappointment of Europe. And of course, we talked about the positive surprise of South Africa this year and how political change can drive investment returns. As we look forward to another exciting year in the markets in 2025, this is the perfect way to cap off the Year of Elections worldwide.
Listen to the show here: Description: With The Finance Ghost having just returned from a trip to the UK, France and Dubai, the opportunity was clear to talk through some of the brands and business models that have been researched in Magic Markets Premium. It's one thing doing desktop research. It's another thing walking through a Sephora store or swinging a club at Topgolf. Mohammed Nalla lives in Canada so he's already had this experience for some time now, leading to an insightful discussion. And let's not forget EVs, which are always a bone of contention on Magic Markets. Having seen [...]
The US CPI print was slightly different to market expectations, though you would never say so based on the mayhem that ensued. The sell-off was brutal, hitting tech stocks the hardest. Risky assets (like the rand) also took a knock. In this episode, we discuss macroeconomic concepts not just around inflation in the US, but also around China and Europe. For bonus points, we also touch on South African companies that have exposure to Europe. Magic Markets is your invitation to be part of the dealing room conversations that are usually closed off from public ears. Join us and learn! [...]
European investor and student of the markets Tobias (@TobyTheInvestor) joins Mohammed Nalla (@MohammedNalla) and I from Copenhagen to discuss European markets and the appeal of Nordic markets that are often ignored when people think about global opportunities. Europe can offer attractive risk/return trade-offs, if investors know where to look. Toby gives great practical insights into navigating the region, including an understanding of the numerous Volkswagen listings! This episode is brought to you by Future Forex, assisting traders in making money from crypto even if they don't like crypto as an asset class. To find out more about Bitcoin arbitrage opportunities, visit futureforex.co.za and [...]
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