Simon’s weekly wrap: The best BEE shares for your buck and a look at big tech

This week MoneywebNOW looked at the US rates decision, China’s economy and tricks to trading volatile markets.

I spoke with Adrian Saville of Genera Capital ahead of the Federal Reserve FOMC rate announcement, asking if it should get aggressive with rates and pull a (former US Fed chair) Paul Volcker move by increasing rates 1%. We also touched on the possibility of a recession in the US which he pointed out is moot, as recession or not, it is tough right now. (Read transcript)

Big tech in both the US and China has been under pressure so far in 2022 and I spoke with David Gibb from Anchor Capital asking if we are starting to see opportunity. He agreed that we are, but only in those making actual cash, while China is improving but remains risky.

As markets have been selling off so have many BEE shares, I spoke with Craig Gradidge from Gradidge Mahura Investments on opportunities offering strong dividend payments. He offered two suggestions while mentioning that Sasol could also start paying dividends soon, leading to an attractive yield on the BEE share. (Read transcript)

I spoke with Andrew Dittberner, CIO at Old Mutual Private Client Securities, about managing the current volatile markets and he made a good argument for simplicity. We tend to think complexity is better, but in the market it doesn’t give us an edge and simple often yields better results. (Read transcript)

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