Everything you need to know about the markets this week
Weekly opportunities podcast EP 12
This week we cover the latest US tariffs and the impact on markets globally. We also cover the latest budget news and the impact on the JSE. Lastly what to expect in the week ahead as well as SDC's stock pick for the week.
07 April 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 11
31 March 2025
Economics weekly
What the 4Q24 Quarterly Bulletin tells us about the consumer
The South African Reserve Bank's (SARB) 4Q24 Quarterly Bulletin, released on 27 March, provides fresh insights into consumer finances. In this piece, we unpack key trends in household balance sheets, highlighting improving real wages, cautious debt management, and rising net wealth.
28 March 2025
Equity Insights
BlackRock - (Black)Rock solid
BlackRock began in 1988 as a fixed income institutional asset manager with expertise in enterprise risk management. The company began operating with eight people in a single room. BlackRock has since meaningfully diversified its product set and is now the largest asset manager in the world with $11.6 trillion in assets under management as of the end of 4Q24. The company is headquartered in New York City and has a presence in 42 countries with clients in over 100 countries. BlackRock has grown both organically and acquisitively and has an impressive record of bedding down acquisitions of varying size. The company is led by Co-founder, Chairman and CEO, Larry Fink.
24 March 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 10
24 March 2025
Trade Ideas
Local Trade Idea: Remgro Ltd (REM) - BUY
We initiate a long position. Our upside target is set at R164. We recommend a stop-loss at R138.
18 March 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 09
17 March 2025
Economics Weekly
2025 Budget Review: Balancing fiscal discipline and economic growth
Finance Minister Enoch Godongwana has delivered his first budget under a multi-party Government of National Unity (GNU) amid global uncertainty and trade tensions. The budget prioritises fiscal consolidation while investing in infrastructure and supporting vulnerable households.
12 March 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 12
07 April 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 11
31 March 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 10
24 March 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 09
17 March 2025
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable but is not guaranteed for correctness, completeness or otherwise and we do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein irrespective of whether there has been any negligence by us, our affiliates or any other employees of us, and whether such losses be direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analysis is rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performances. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors and FNB bares no responsibility whatsoever arising from or as a consequence hereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact his relationship manager for a personal financial analysis prior to making any investment decisions. Copyright 2023.
