Tag: Insider Exchange
Fuel rationing looms in SA and Iran too is “unbanned”
Escalating geopolitical tensions are reshaping global energy dynamics, and fuel rationing looms as both a local and international concern. The discussion in the video below centres on the growing risk of fuel instability in South Africa, set against a rapidly shifting global oil landscape influenced by conflict in the Middle East and changing policy decisions around Iran’s oil exports.
Real education costs and online import duties
The vidcast dives into the real cost of education. We dig into the costs associated with various stages of the educational journey and reflect on both public and private educational costs. We focus on the value of the education and whether or not the cost justifies the potential return.
The Maintenance Act changes and the US electoral system
In this vidcast, we dive into the US electoral system and how it all works. We dig deep and try to understand the pros and cons of the system compared to the other voting systems that exist around the world. We also explore various permutations of outcomes to the election.
BRICS currency and portfolio insights
In this vidcast, we discuss the BRICS currency announced at the recent gathering of member nations in Russia. We also acknowledge the confirmation that South African Airways is now officially debt-free. And we examine what this development means for the national carrier’s future.
Sovereign wealth funds, bonus tax and US earnings season
The vidcast dives into sovereign wealth funds and how they work. We unpack the requirements for a good fund, the risks to implementation and the overall benefits to the economy. We also posture various ways of potentially implementing such a fund in South Africa.
Crypto tax, government bailouts and Google’s legal troubles
In this vidcast, we take a look at the latest warning from the South African Revenue Service (SARS) related to taxation on crypto assets and crypto-related earnings. The aim is to get a better understanding of the driving factors, investment cases, and opportunities that may present themselves.
Greylisting impacts and understanding FSP licenses
This vidcast dives into greylisting and its impact on asset managers and investment mandates. We reference the struggles experienced by the Public Investment Corporation (PIC) and the potential impact on returns that greylisting could continue to have.
Illegal lenders, global commodities and Chinese stimulus
The vidcast looks at the increase in the number of unauthorised lenders and unpack the concerns around licensing in the lending space. We also provide information useful to consumers looking to validate lender licensing.
Seeking returns, identifying quality in businesses and avoiding scam bots
The vidcast dives into the key considerations investors should think about when looking to identify quality businesses. We highlight some important metrics that can be used to measure the strength of a company's performance, as well as some leadership considerations to take into account.
The September effect – China-Africa Summit and finding local value
In this vidcast, we dig into the Forum for China-Africa Cooperation Summit (FOCAC) that took place in Beijing and what it means for the African continent. We also unpack some of the conditions that typically come with foreign direct investment (FDI) commitments and how Africa can negotiate these better.























