Market Watcher: Peace may hold yet
Gary Booysen of Rand Swiss reviews progress in the US-Iran peace settlement and its impact on oil prices, now around $77 a barrel. He also looks at firmer gold prices, positive JSE performance, and mixed global market signals amid US and Asian closures on Friday. He discusses muted FTSE reactions t…
Market Watcher: We'll take a stronger rand
Gary Booysen – Portfolio manager, Rand Swiss SAfm Market Update - Podcasts and live stream
Market Watcher: Inflation keeps markets on edge
Gary Booysen of Rand Swiss says the JSE closed lower as resource stocks weakened, while investors look ahead to the US earnings season. He expects the Sarb to keep interest rates unchanged but warns that higher oil prices and persistent inflation could increase pressure on consumers. SAfm Market Up…
Market Watcher: Markets unfazed by lower oil prices
Gary Booysen of Rand Swiss discusses the muted market reaction to lower oil prices, ongoing geopolitical tensions, the Bank of Japan's decision to keep interest rates unchanged, and the outlook for global markets. SAfm Market Update - Podcasts and live stream
US earnings are spectacular so far
Gary Booysen from Rand Swiss unpacks the US earnings season, with around two-thirds of the S&P 500 having reported – what's stood out, for better or worse? Sello Sekele from Absa CIB breaks down the latest July PMI data and explains why weaker readings may not be entirely bad news. Plus, Francis Ma…
Boerie gets a glowup – and where do seized Lambos go?
In this episode, ENS head of forensics practice Steven Powell goes behind the scenes of asset forfeiture, using the Tembisa Hospital scandal to explain what actually happens after the cameras leave and the Lamborghinis have been seized, and why South Africa’s ability to secure convictions amid a Fi…
Investment School: Dividend Yield vs Dividend Payout: What the difference means for your investment returns
Motheo Khoaripe speaks to Grant Nader, Portfolio Manager at Benguela Global Fund Managers, and Gary Booysen, Portfolio Manager and Director at Rand Swiss, about the difference between dividend yield and dividend payout ratio and what these measures tell investors about an income stock. A high divid…
Market Watcher: Sea of red highlights market volatility
Gary Booysen of Rand Swiss unpacks the market sell-off, the impact of possible interest rate hikes on the rand, the outlook for AI stocks, and movements in Brent crude and gold prices. He also warns that higher rates and uncertainty over future AI growth could put pressure on valuations. SAfm Marke…
Fertiliser to fintech: Omnia feeds Africa, Optasia banks it
In this episode, Omnia Group CEO Seelan Gobalsamy discusses a record year driven by Africa’s growing food security imperative, with fertiliser demand rising across the continent and a strategy built around becoming the essential input supplier for African farmers. Optasia CEO Salvador Anglada unpac…
Market Watcher: Commodities under pressure
Gary Booysen of Rand Swiss discusses Brent crude prices remaining above $100 a barrel, inflation and geopolitical tensions, as the resources index falls more than 5%. He also unpacks the stronger rand, Gold Fields’ rejected bid and what rising interest rates, energy prices and AI earnings could mea…
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