[Full Show] Trade Deal, Gold Reclassification and Banking Fees
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Market Matters
This week, we look back on the US interest rate decision, we try and make sense of some Truth Social posts, and we reflect on the trade deal that might be. We also look at breaking tariff news boosting markets. If we have time, we will look into earnings set to be released.
Deep Dive
We dive into the changes in international regulations [Basel III] related to the classification of Gold by central and commercial banks. We look at the implications this will have on country reserves, as well as bank balance sheets. We also unpack the value of holding gold vs other assets at the moment.
Investor Insights
We reflect on the announcement from the FSCA that they would be investigating banking fees and charges, as well as compare the different rates charged by commercial banks for cross-border transactions and payments. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week.
Episode Guest(s):
Precious Mhlandhla, Managing Partner of African Urithi Capital
This week, we look back on the US interest rate decision, we try and make sense of some Truth Social posts, and we reflect on the trade deal that might be. We also look at breaking tariff news boosting markets. If we have time, we will look into earnings set to be released.
Deep Dive
We dive into the changes in international regulations [Basel III] related to the classification of Gold by central and commercial banks. We look at the implications this will have on country reserves, as well as bank balance sheets. We also unpack the value of holding gold vs other assets at the moment.
Investor Insights
We reflect on the announcement from the FSCA that they would be investigating banking fees and charges, as well as compare the different rates charged by commercial banks for cross-border transactions and payments. We also upgrade a stock to our wall and wrap things up with our Unfiltered Opinion of the Week.
Episode Guest(s):
Precious Mhlandhla, Managing Partner of African Urithi Capital
Chapters
- 00:01 Disclaimer
- 00:51 Show Intro
- 01:15 Opening
- 02:53 Market Matters: Trade Deal
- 20:32 Deep Dive: Gold Reclassification
- 32:44 Investor Insights: Banking Fees Investigated
- 42:55 Unfiltered Opinion of the Week
- 44:03 Disclaimer
