Everything you need to know about the markets this week
Weekly opportunities podcast EP 11
This week we cover the continued conflict in Iran and what this means for markets Globally. We also cover Gold and strategies that should be adopted during volatile times. Lastly what to look out for next week and Pritu's stock pick.
30 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 10
23 March 2026
Trade Ideas
Local Trade Idea: Remgro Ltd (REM) - BUY
We initiate a long position. Our upside target is set at R204. We recommend a stop-loss at R172.
17 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 09
16 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 08
09 March 2026
Hot Topics
Geopolitical escalation: Composure amid the chaos
This past weekend the United States (US) and Israel initiated joint military action against Iran, described by US and Israeli officials as "preventative action" to curb the Iranian nuclear programme. US President, Donald Trump, posted a video on social media on Saturday morning citing the aim of defending the American people by eliminating threats from the Iranian regime. The action itself had been well telegraphed, with growing civil unrest within Iran, increased engagement between the involved parties, but more so by a significant build-up of US military presence in the region in recent weeks.
05 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 07
02 March 2026
Trade Ideas
Global Trade Idea: Microsoft (MSFT US, MSETNC, MSETNQ) - BUY
We enter a long position with a target price of $450 and a stop-loss of $365.
26 February 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 06
23 February 2026
Economics weekly
Balancing fiscal priorities
The 2026 National Budget is top of mind as we wrap up the week. In our previous publication, we covered the fiscal metrices extensively and are aligned with the consensus that revenues should be supported by the commodity price windfall; expenditure growth should be contained; and another primary surplus should be recorded, which should soften the debt trajectory1. That said, we think it is also important to consider fiscal priorities. Some are pre-existing, most receive keen attention in the current climate, and some appear back of mind but could come to the fore in future.
20 February 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 11
30 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 10
23 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 09
16 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 08
09 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 11
30 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 10
23 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 09
16 March 2026
Everything you need to know about the markets this week
Weekly opportunities podcast EP 08
09 March 2026
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. Still, it is not guaranteed for correctness, completeness or otherwise. 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 ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are 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 performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. 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 their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
