Trade Ideas
Local Trade Idea: Investec Limited (INL) - BUY
We initiate a long position. Our upside target is set at R137. We recommend a stop-loss at R114.
07 May 2024
Trade Ideas
Local Trade Idea: Investec Limited (INL) - BUY
We initiate a long position. Our upside target is set at R137. We recommend a stop-loss at R114.
07 May 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
06 May 2024
Economics Weekly
Navigating economic challenges amid delayed interest rate cuts and global uncertainty
Following the weaker-than-expected economic activity during the first quarter, and our updated interest rates view, we have revised our growth projections. Persistent inflation, associated risks, and the delay in the US Fed interest rate cutting cycle underpin our revised domestic interest rate outlook. We now anticipate a delayed initiation of the rate-cutting cycle by the SARB, with the first cut expected to materialise only in November 2024, as opposed to July.
03 May 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
29 April 2024
Insights
SPM Best Ideas: Mid-cap
A look at our best ideas in the local mid/small cap space from our FNB investment research team.
25 April 2024
Equity Insights
Dipula Income Fund - It's all about convenience
Dipula is an internally managed, South Africa-focused REIT that owns a portfolio of retail, office, industrial, and residential rental assets, most of which are located in Gauteng. The portfolio is defensive with a bias towards convenience, rural, and township retail centres. The REIT has a strong track record since listing on the Johannesburg Stock Exchange (JSE) over a decade ago, with management remaining agile and repositioning the portfolio to capture opportunities amid changing market dynamics.
22 April 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 15
22 April 2024
Economics weekly
The global economy shows some resilience but we are not out of the woods yet
19 April 2024
Hot Topics
2024 Crypto Trends
In the fast-paced world of cryptocurrency, new trends are emerging within the crypto space. As we navigate through 2024, several key trends have begun to stand out, signalling new directions for investors, developers, and regulators in the digital finance ecosystem.
17 April 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 17
06 May 2024
Everything you need to know about the markets this week
Weekly opportunities podcast EP 16
29 April 2024
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.
