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Xi Jinping makes nice with Chinese tech | Anglo raids Anglo Plat cash pile

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Manage episode 467250324 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Anglo-American’s Cash Raid on Anglo-Platinum
  • Anglo-American’s decision to unbundle its stake in Anglo-Platinum raises concerns.
  • Declaring a special dividend of R59 per share wipes out the company’s entire R17.6 billion cash reserves.
  • Implications for investors: selling pressure expected as shares land in new brokerage accounts.
China’s Tech Revival?
  • The appearance of Jack Ma and Xi Jinping together could mark a softening stance toward tech companies.
  • Alibaba partners with Apple, integrating its AI into Apple’s ecosystem.
  • Is China reopening the door for its tech giants?
Bull Market Momentum
  • Global indices continue to hit all-time highs, with AI and tech stocks leading the charge.
  • Not just tech: European and Asian markets show strength.
  • Are valuations stretched, or is there more room to run?

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

552 episodes

Artwork
iconShare
 
Manage episode 467250324 series 17433
Content provided by JustOneLap.com. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by JustOneLap.com or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.
Anglo-American’s Cash Raid on Anglo-Platinum
  • Anglo-American’s decision to unbundle its stake in Anglo-Platinum raises concerns.
  • Declaring a special dividend of R59 per share wipes out the company’s entire R17.6 billion cash reserves.
  • Implications for investors: selling pressure expected as shares land in new brokerage accounts.
China’s Tech Revival?
  • The appearance of Jack Ma and Xi Jinping together could mark a softening stance toward tech companies.
  • Alibaba partners with Apple, integrating its AI into Apple’s ecosystem.
  • Is China reopening the door for its tech giants?
Bull Market Momentum
  • Global indices continue to hit all-time highs, with AI and tech stocks leading the charge.
  • Not just tech: European and Asian markets show strength.
  • Are valuations stretched, or is there more room to run?

Simon Brown

* I hold ungeared positions.

All charts by KoyFin | Get 10% off your order

  continue reading

552 episodes

All episodes

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