Standard Bank

Magic Markets #217: Time for Africa?

Magic Markets2025-03-26T19:40:16+02:00

As we continue to look beyond the US to demonstrate the opportunities available elsewhere in the world, our gaze turns to Africa. Firmly a currencies story, it's all about whether the macroeconomics will improve in 2025. This is what some of the banking groups have predicted, so South African corporates with African exposure will be hoping that this comes to fruition. But which South African listed companies are these? Which ones stand to benefit? And in line with a broader offshore theme for South African companies, what are the typical features of successful acquisitions vs. those that have failed?

Magic Markets #217: Time for Africa?Magic Markets2025-03-26T19:40:16+02:00

Magic Markets #208: Banking on banking

Magic Markets2025-01-23T00:14:53+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 bankingMagic Markets2025-01-23T00:14:53+02:00

Magic Markets Ep144: JP Morgan and Standard Bank

Magic Markets2023-09-27T22:29:49+02:00

Welcome to episode 144 of Magic Markets! In this exciting episode of Magic Markets, we delve into the captivating world of finance and banking, focusing on a heavyweight showdown between two financial giants: JP Morgan, the original titan of banking, and Standard Bank, a formidable local hero in its own right. This week we touch on what the endowment effect is and how is it helping banks when interest rates are going up? Should we be heeding JP Morgan CEO Jamie Dimon’s warnings about stagflation & a 7% FED funds rate? Join us on the podcast for all this and more!

Magic Markets Ep144: JP Morgan and Standard BankMagic Markets2023-09-27T22:29:49+02:00

Magic Markets Ep22: Banks – Boom or Bust?

Magic Markets2021-09-07T12:10:00+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?Magic Markets2021-09-07T12:10:00+02:00

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