South Africa

Magic Markets Ep134: Rate Hikes, Banks and Consumers

2023-07-19T18:23:00+02:00

Interest rates have been hiked aggressively globally and its starting to show up in bank's provisions. This week, Mohammed Nalla and The Finance Ghost discuss the current hiking cycle, the impact on banks and consumers and which JSE sectors are giving good guidance at the moment.

Magic Markets Ep134: Rate Hikes, Banks and Consumers2023-07-19T18:23:00+02:00

Magic Markets Ep118: The Equity Layer in Solar Investing (with Westbrooke)

2023-03-30T10:34:39+02:00

In Episode 118, we brought the sunshine to Magic Markets. Saul Maserow and Dino Zuccollo of Westbrooke Alternative Asset Management joined us to talk about Westbrooke’s response to the solar financing opportunity that has been thrust into the limelight (or sunlight?) by the failure of South Africa’s national power utility. Westbrooke’s approach is a little different, focusing on the equity layer in the capital stack. Equity can be difficult to raise, particularly as most funding in the market seems to focus on debt for these opportunities. Although Westbrooke’s activities in this space are not open to the public for investment, there [...]

Magic Markets Ep118: The Equity Layer in Solar Investing (with Westbrooke)2023-03-30T10:34:39+02:00

Magic Markets Ep109: 2023 Ideas with Herenya

2023-01-25T19:23:58+02:00

As we get ready to sign off on the first month of 2023, Petri Redelinghuys from Herenya Capital Advisors joined us to talk about the mood of the traders in the community and some of the ideas and strategies that they are putting in place. We also talked about the South African economy and the obvious impact of load shedding, with some long-term silver linings thrown in for good measure. As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping people find success in the market. To learn more about their offering, visit the Herenya website and [...]

Magic Markets Ep109: 2023 Ideas with Herenya2023-01-25T19:23:58+02:00

Magic Markets Ep106: The Global View with Marko Papic

2022-12-15T00:17:30+02:00

If you’ve looked at your portfolio even once this year, you’ll know that 2022 has proven how vital a solid geopolitical analytical framework can be in generating returns. As the author of the book Geopolitical Alpha, Marko Papic is a global geopolitical expert and partner at Clocktower Group, who advises some of the largest pension funds and investors globally. As a friend of Moe's, we were able to twist his arm to share some of his views on global geopolitics and the risks and opportunities they currently present for investors. Having travelled to South Africa many times, Marko also has a [...]

Magic Markets Ep106: The Global View with Marko Papic2022-12-15T00:17:30+02:00

Magic Markets Ep105: 2022 Recap with Herenya

2022-12-07T23:42:07+02:00

In Episode 105 of Magic Markets, Petri Redelinghuys of Herenya joins us to recap 2022. And what a year it was – with themes like energy and inflation playing out in the markets and plenty of volatility from the Fed on one end of the world and China on the other. These volatile conditions were both treacherous and potentially highly rewarding. Whilst touching on topics as diverse as banks and Chinese tech stocks, the hosts also talked about trades that went badly. We all have those! As the founder of Herenya Capital Advisors, Petri is committed to upskilling traders and helping [...]

Magic Markets Ep105: 2022 Recap with Herenya2022-12-07T23:42:07+02:00

Magic Markets Ep100: Market Milestones

2022-11-02T23:30:17+02:00

In our centenary show of Magic Markets, it was fitting to celebrate market milestones with a fellow entrepreneur in the market. In the Intellidex Top Securities Brokers in South Africa 2022 report, Herenya Capital Advisors was awarded 1st position as broker for the 'Traditional Investor archetype'. That wasn't all. The team also achieved 2nd position in the 'People’s Choice Award' and a solid outcome of 5th Overall among 101 competitors in this space! Regular listeners have gotten to know Petri Redelinghuys and his style in building the community within Herenya. In this show, we chat through the secret sauce at Herenya and [...]

Magic Markets Ep100: Market Milestones2022-11-02T23:30:17+02:00

Magic Markets Ep95: Money in a Bear Market

2022-09-28T22:30:21+02:00

One of the benefits of trading is that you can make money in a bear market, as long as you are either prepared to take short positions or wait for an elusive bear market rally. Those rallies can disappear as quickly as they arrived, taking many victims with them along the way. In this markets discussion with Petri Redelinghuys of Herenya Capital Advisors, we talked about everything from his oil view through to the risks in the UK property market. We also discussed the advice he gives most of the traders at Herenya, which is to be careful during a bear [...]

Magic Markets Ep95: Money in a Bear Market2022-09-28T22:30:21+02:00

Magic Markets Ep62: Afrimat – a track record as Hotazel

2022-02-10T01:16:14+02:00

With a share price and earnings track record that puts most companies to shame, Afrimat is widely regarded as a company with excellent capital allocation discipline and focused strategic execution.Starting in the construction industry, Afrimat has evolved into a strong mid-tier miner. Afrimat’s secret lies in owning a diversified portfolio of counter-cyclical businesses. The overlay of this cyclicality, when viewed in aggregate, creates a more attractive earnings profile and de-risks the entire operation. A conservative approach to the balance sheet has also been key to success.In Episode 62 of Magic Markets, we welcomed Afrimat CEO and founder Andries van Heerden to [...]

Magic Markets Ep62: Afrimat – a track record as Hotazel2022-02-10T01:16:14+02:00

Magic Markets Ep54: Oh-My-Cron!

2021-12-02T01:41:06+02:00

In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger. As the world decided to ostracise South Africa instead of supporting the country, it was another reminder of how this virus has widened the wealth gap. As unemployment in South Africa keeps increasing, we highlight a scary statistic out of Standard Bank: unsecured lending has returned to pre-Covid levels, but asset-based lending hasn’t. In a discussion that touches on a wide variety of points, ranging from office vacancies to the tourism industry, the [...]

Magic Markets Ep54: Oh-My-Cron!2021-12-02T01:41:06+02:00

Magic Markets Ep51: Foreign Investment in SA

2021-11-18T03:49:01+02:00

Natale Labia is a South African living in Italy (Milan, to be exact) and so he brings a European perspective to the show. As an ex-South African banker, Natale is familiar with our market. He applies that expertise in his role as a partner at Lionhead Capital, where he is Head of Macro Strategy and Economics. You can read more about Natale's background at this link. Some listeners may recognise his name from his regular contributions to Daily Maverick, a publication which Magic Markets co-host The Finance Ghost also contributes to on a weekly basis. In this show, we discussed a macro [...]

Magic Markets Ep51: Foreign Investment in SA2021-11-18T03:49:01+02:00

Title

Go to Top