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Magic Markets #208: Banking on banking

2025-01-23T00:14:53+02:00

The banking industry is part of the fabric of any economy. This is both good and bad, as success in that sector therefore depends on broader economic activity. This has been the problem for most of the South African banking sector options over the past decade, but could that change in 2025? And what are the key metrics to look out for? With reference to key macro points as well as more granular analysis into banks, we talked about topics ranging from the differences between US and South African banks through to sources of revenue like NII and NIR. We also talked about perhaps the most important thing of all for banks: the interest rate cycle.

Magic Markets #208: Banking on banking2025-01-23T00:14:53+02:00

Magic Markets Ep22: Banks – Boom or Bust?

2021-09-07T12:10:00+02:00

In Episode 22 of the popular Magic Markets podcast, hosts The Finance Ghost and Mohammed Nalla (Moe-Knows) look back fondly on their days in banking and investment banking in particular. After a year of volatile markets with high trading volumes, investment banks are posting terrific financial results. Well, those who have avoided crises like Greensill and Archegos at least. Banking is an industry of high risk and high rewards. In this episode, the hosts give insights into this space and how investors should think about banks in their portfolios. Claim your seat for the trading floor banter with the hosts of [...]

Magic Markets Ep22: Banks – Boom or Bust?2021-09-07T12:10:00+02:00
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