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SARB wants a lower inflation target; how, why & implications?
MP3•Episode home
Manage episode 411747942 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
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Sasol Secunda Reprieve- Recap of Sasol's recent developments.
- Minister's agreement to Sasol's appeal regarding emissions at Secunda.
- Stock bounce and support level analysis.
- Target prices discussion and outlook for Sasol.
PGM Miners' Performance
- Analysis of platinum group metal (PGM) miners' performance.
- Notable increases in stock prices.
- Consideration of factors affecting the industry, including production cuts and demand for catalytic converters.
- Exploration of whether the current uptrend indicates the beginning of a bull market.
- Discussion on supply and demand dynamics in the PGM market.
- Mention of Sibanye Stillwater's* CEO's forecast.
- Reflecting on year-to-date performance of PGMs.
- Insights into the future trajectory of PGM prices and potential risks.
[caption id="attachment_41807" align="aligncenter" width="849"] PGM and miner moves for the month of April up to the 9th[/caption]
Fitch Cuts China's Outlook to Negative- Overview of Fitch's downgrade of China's outlook.
- Analysis of implications for the Chinese economy.
- Examination of the performance of Chinese stocks.
- Commentary on factors contributing to China's economic struggles.
- Exploration of potential effects on global markets.
WeBuyCars Listing
- Preview of WeBuyCars' upcoming listing.
- Discussion on the valuation and market cap of WeBuyCars.
- Comparison with Transaction Capital.
- Speculation on market demand for second-hand cars and implications for WeBuyCars' growth strategy.
- Evaluation of WeBuyCars' disruptive potential in the automotive industry.
- Analysis of the South African Reserve Bank's inflation targeting strategy.
- Exploration of the history and purpose of inflation targeting.
- Evaluation of the current inflation target and potential for revision.
- Discussion on the process and implications of lowering the inflation target.
- Advocacy for starting the conversation on revising the inflation target to ensure long-term economic stability.
Simon Brown
Charts by KoyFin, use this link for 10% off your first order.
523 episodes
MP3•Episode home
Manage episode 411747942 series 2946253
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
kk
Sasol Secunda Reprieve- Recap of Sasol's recent developments.
- Minister's agreement to Sasol's appeal regarding emissions at Secunda.
- Stock bounce and support level analysis.
- Target prices discussion and outlook for Sasol.
PGM Miners' Performance
- Analysis of platinum group metal (PGM) miners' performance.
- Notable increases in stock prices.
- Consideration of factors affecting the industry, including production cuts and demand for catalytic converters.
- Exploration of whether the current uptrend indicates the beginning of a bull market.
- Discussion on supply and demand dynamics in the PGM market.
- Mention of Sibanye Stillwater's* CEO's forecast.
- Reflecting on year-to-date performance of PGMs.
- Insights into the future trajectory of PGM prices and potential risks.
[caption id="attachment_41807" align="aligncenter" width="849"] PGM and miner moves for the month of April up to the 9th[/caption]
Fitch Cuts China's Outlook to Negative- Overview of Fitch's downgrade of China's outlook.
- Analysis of implications for the Chinese economy.
- Examination of the performance of Chinese stocks.
- Commentary on factors contributing to China's economic struggles.
- Exploration of potential effects on global markets.
WeBuyCars Listing
- Preview of WeBuyCars' upcoming listing.
- Discussion on the valuation and market cap of WeBuyCars.
- Comparison with Transaction Capital.
- Speculation on market demand for second-hand cars and implications for WeBuyCars' growth strategy.
- Evaluation of WeBuyCars' disruptive potential in the automotive industry.
- Analysis of the South African Reserve Bank's inflation targeting strategy.
- Exploration of the history and purpose of inflation targeting.
- Evaluation of the current inflation target and potential for revision.
- Discussion on the process and implications of lowering the inflation target.
- Advocacy for starting the conversation on revising the inflation target to ensure long-term economic stability.
Simon Brown
Charts by KoyFin, use this link for 10% off your first order.
523 episodes
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