Friday, June 7, 2024

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Elections and your investments

What is the outlook for global and local asset classes?

THE HIGHEST-ever proportion of the world’s population will be experiencing some form of elections in their countries or regions during 2024, with almost half of the planet’s people heading to the polls this year.

For global financial markets, this could imply a higher-than-usual potential for election-induced volatility risk in 2024.

For South African investors, our preference remains tilted towards local asset classes over their global counterparts in the upcoming year. SA assets exhibit more appealing valuations compared to global alternatives, and al-ready reflect ...

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Tax

Stock Picks

The Bidvest Group (BVT ZA)

SUMMARY | Position: LONG | Upside target: 292.00 | Reward / risk ratio: - | Recommended stop-loss: R245.00 | RECOMMENDATION: BUY

The Bidvest Group is a service, trading and distribution company operating mainly in South Africa. The company specialises in services, private sector freight management, commercial products, and automotive retail, among others.

Bidvest is a well-run business with a committed and highly regarded management team. The company is diversified across both cyclical and non-cyclical segments and boasts a strong balance sheet position.

Technically, a price that is in an inclining channel pattern makes for an attractive investment opportunity (see the black parallel trendlines on the main chart). The pattern shows ...

Stock Market Education

Santam (SNT ZA)

SUMMARY | Position: LONG | Upside target: R337.00 | Reward / risk ratio: - | Recommended stop-loss: R280.00 | RECOMMENDATION: BUY

Santam opened its doors in May 1918 and is one of South Africa’s leading short-term insurers. Its portfolio of insurance products includes personal, commercial, and specialist lines as well as reinsurance.

Technically, a share that appears to be in an incomplete cup and saucer pattern makes for a compelling investment opportunity (see the overlay on the chart).

This pattern is characterised by a downtrend followed by a period of stabilisation and then an upward trend, thus forming the shape of a cup. The saucer (also called the handle) forms after the cup, when the price consolidates or moves slightly downward, ...

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Podcasts

Videos

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The Psychology Of Shopping

Have you ever wondered why shops and shopping centres are laid out in a particular manner? It’s no accident. There’s a lot of psychology behind those clever designs. We take an irreverent swipe at shopping culture as the consumer fights back.

Retiring From Your Own Business

“Calling it a day” in your own business involves more than a grand party and the presentation of a gold watch.  Here’s what’s involved...

Why The ‘Life Stage’ Model Is A Load Of Rubbish!

Many investors (and their advisors) swear by the ‘life stage’ model of financial planning.  Here’s why this is a heresy that should be discarded. Many financial...

SARS’ Lie Detector Tests

Are you fiddling your taxes? Here’s how SARS can catch you… So you still think that you can get away with cheating on your taxes?  With...

Making The Actual Move (1): Before You Leave

LETTERS FROM A SMALL ISLAND When moving to a new country, there’s a lot of preparation that needs to take place before you actually get...
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