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July

As we enter the second half of 2025, one of the most defining macroeconomic shifts for the year to date has been the sharp decline of the US dollar. Currency trends might not dominate headlines like artificial intelligence (AI) or interest rates, but their impact on corporate earnings – especially those of large-cap multinational companies – is profound.

15

July

Terwyl ons nou die tweede helfte van 2025 betree, was een van die mees bepalende makro-ekonomiese verskuiwings tot dusver vanjaar die skerp daling van die Amerikaanse dollar. Valutatendense oorheers miskien nie die hoofopskrifte soos kunsmatige intelligensie (KI) of rentekoerse nie, maar het ʼn beduidende impak op korporatiewe verdienste – veral dié van grootkapitalisasie- multinasionale maatskappye.

15

July

Te min geld om te spaar? Hier is vyf dinge wat jy kan doen om jou begroting te laat klop, skryf Dawie Klopper

14

July

Group Chief Executive of Rand Water: Sipho Mosai

09

July

Schalk Louw featured on Stock pics on Business Day TV, 9 July 2025. He chose Remgro as his stock pick, emphasizing its strong local presence.

03

July

Ek het onlangs die geleentheid gehad om namens PSG Wealth op RSG Geldsake met Ryk van Niekerk te gesels oor ‘n tema wat my nogal pla: Suid-Afrikaners is te lief vir kontantbeleggings. Hoewel dit veilig lyk, is daar slaggate wat beleggers dikwels miskyk — veral oor die lang termyn.

03

July

I recently had the opportunity to talk to Ryk van Niekerk on RSG Geldsake on behalf of PSG Wealth on a theme that bothers me quite a bit: South Africans are too fond of cash investments. Although these investments seem safe, there are pitfalls that investors often overlook – particularly in the long term.

02

July

Schalk Louw featured on Stock Picks on Business Day TV, 2 July 2025. Schalk selected ABSA as his pick of the day - ABSA is a compelling investment opportunity due to its strong fundamentals and attractive valuation.

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June

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June

Enjoy our newsletters...

25

June

Schalk selected Sasol as his pick of the day due to its positioning in the energy and chemicals sector, which can offer strong returns during commodity upswings or when oil prices are favourable.

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June

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June

Minister of Transport: Barbara Creecy

17

June

While recently browsing the business section of my local bookstore I was struck by the many books which titles begin with the words ‘How to…’ (‘How to invest’; ‘How to make millions’; ‘How to be like Warren Buffett; ‘How to blah blah blah’) and so it was quite refreshing to notice Barry Ritholtz (Co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC) new book title, ‘How NOT to Invest’ which book I subsequently bought.

17

June

According to research conducted by Allan Gray, millennials—those individuals born between the early 1980s and early 2000s—tend to focus on saving for short-term goals but often overlook the importance of long-term financial planning, particularly for their retirement.  They tend to be more debt-averse when it comes to credit cards and large purchases like homes or cars. This caution is evident in lower rates of homeownership and delayed milestones like marriage and starting families, often tied to financial readiness rather than cultural expectations.

14

May

In the CNBC Africa interview from 14 May 2025, Schalk Louw discussed the market's reaction to easing trade tensions between the United States and China.

09

April

On 9 April, Schalk Louw featured on CNBC Africa discussion the impact discussing the impact of global market volatility on South African assets.