[ad_1]
Choice shares are an amazing listed asset for these searching for prime-linked yield, with the caveat being that dividend tax is larger than the very best capital positive aspects tax price, so it’s actually greatest for individuals who’ve used their curiosity exemption. I spoke with Keith McLachlan of Integral Asset Administration in regards to the modifications as banks draw back from them, in addition to choices within the non-bank second-tier choice shares that provide robust yield. (Learn transcript)
Petrol, meals inflation and rates of interest are all puting the native shopper below strain. I requested Evan Walker of 36ONE Asset Administration if the buyer has cracked. His view is that they haven’t, however that the dangers stay. He’s carefully watching margins from main retailers to gauge when the strain turns into insufferable. (Learn transcript)
Automobile gross sales in South Africa are rising off pandemic lows, whereas pent up demand is displaying its head. I spoke with Mark Dommisse, chair of Nationwide Car Sellers Affiliation, about provide squeezes and the demand from the rental corporations which at the moment can’t get sufficient new inventory. (Learn transcript)
Gold is meant to do effectively in excessive inflation environments, but right here we’re with US inflation at four-decade highs and gold has moved sideways thus far in 2022. Maybe that’s the level: gold is flat thus far in 2022, whereas fairness indices which are all within the crimson are out-performing. Nevertheless, may there be a case for gold finally transferring larger or is the shiny steel easy old style? I focus on this and extra on this podcast.
Additionally this week:
Redge Nkosi of Firstsource Cash on community-driven lending to SMMEs and SA financial institution lending insurance policies (Learn transcript)
[ad_2]
Source link