최고 Global CMA 팟캐스트 (2024)

1
[Full Show] Markets Unsettled, Greylisting Impacts and Understanding FSP Licenses 1:02:43

6d ago1:02:43

1:02:43

Doing things a little differently, we're uploading our full show as a single podcast. Let us know if you would prefer it this way in future as well. So for this week: Market Matters This week, we look back at how markets have been reacting to the various geopolitical risks that have played out over the week. We also look at the positive reaction in…

1
Investor Insights: Illegal Lenders 19:29

13d ago19:29

19:29

We look at the increase in the number of unauthorized lenders and unpack the concerns around licensing in the lending space. We also provide information useful to consumers looking to validate lender licensing: FSP - https://www.fsca.co.za/Fais/Search_FSP.htm NCR - https://www.ncr.org.za/register_of_registrants/registered_cp.php And, of course, we …

1
Deep Dive: Global Commodities 18:38

13d ago18:38

18:38

We dive into global commodities taking a look at base and precious metals. We dig into the current sentiment for metals like iron ore, chrome and platinum as well as expand on why copper appears to be growing in popularity among mining companies. We are joined in studio by Seleho Tsatsi, PM at Anchor Capital.…

1
Market Matters: Chinese Stimulus 16:51

13d ago16:51

16:51

This week, we look back on the Chinese stimulus package announced at the start of the week. Markets have reacted positively towards the announcements made by China. We also take a look at Switzerland as they join the rate-cutting conversation.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: CMA Updates 17:39

20d ago17:39

17:39

We revisit the changes within the Common Monetary Area that came into effect at the start of September. We share some practical experiences from recent travels within the CMA region. We also add a few new stocks to our wall of preferred picks.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: US Small-Cap Stocks 18:23

20d ago18:23

18:23

We dive into the world of United States small-cap stocks. We dig into the size of the market and why it presents an attractive opportunity when compared to other small-cap markets around the world. We are joined by Faheema Adia, Senior Analyst at Momentum Securities for this segment.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Market Matters: Rate Cuts Everywhere 11:24

20d ago11:24

11:24

This week, we reflect on interest rate decisions from the US FED and the SARB. Both central banks provided some interesting insights into their outlook, thought processes and potential future rates decisions. You get a rate cut, you get a rate cut, everybody gets a rate cut!저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: Avoiding Scam and Crypto Bots 17:17

27d ago17:17

17:17

We look into the re-emergence of online bots and update our wall of preferred picks with some local and international companies that all have something in common. We also provide a little colour as to the reasons why some of this week's picks are of interest to us.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: Identifying Quality Businesses 16:59

27d ago16:59

16:59

We dive 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. We are joined by Keith McLachlan, CEO at Element Investment Managers.…

1
Market Matters: Seeking Returns 14:28

27d ago14:28

14:28

This week, we look back on developments in the Anglo stable, both on the platinum as well as on the gold side. We also analyze the recent interest shown in SA bonds and what this could potentially mean for the global investment landscape.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: Finding Local Value 10:15

1M ago10:15

10:15

We add some new local counters to our wall of preferred picks and chat about why they have peaked our interest at the moment. Petri Redelinghuys, Founder at Herenya Capital weighs in here.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: China-Africa Cooperation Summit 10:09

1M ago10:09

10:09

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. We are joined in studio by Petri Redelinghuys, Founder at Here…

1
Market Matters: The September Effect [Sponsored] 14:19

1M ago14:19

14:19

This week we look ahead to the NFP report in the US. We also discuss the increased volatility that started off the first trading week of September and what some of the moves could potentially be signaling from an investor point of view. Dany Mawas, CEO at Finalto South Africa and Ruan Landsberg, Market Analyst at Finalto join the conversation.…

1
Investor Insights: Taxing the Pots 27:44

1M ago27:44

27:44

We continue sharing our thoughts on the changes coming into effect under the two-pot retirement amendments by looking at the tax implications of withdrawals. And we make some recommended adjustments to our wall of preferred picks.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Market Matters: August Round-Up [Sponsored] 17:33

1M ago17:33

17:33

This week we reflect on the month of August and some of the major developments that would have affected markets. We also look at some of the surprise moves from local and international markets. We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: Leaving the Pots Alone 21:29

2M ago21:29

21:29

We share our thoughts on the decision to withdraw funds from the new savings pot from 1 September as well as other changes coming into effect under the two-pot retirement amendments. And we add 3 new stocks to our wall of preferred picks.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: The Buffet Mindset 16:39

2M ago16:39

16:39

This week, we are joined in studio by Prof. Adrian Saville, Professor at Gordon Institute of Business Sciences to look into science behind the success of Berkshire Hathaway. We dig into the Berkshire empire and unpack the mindset and investment philosophies of the legendary Warren Buffet. Everything from how to build a portfolio, right down to hold…

1
Market Matters: Powell'ing Markets [Sponsored] 16:53

2M ago16:53

16:53

We look into the possible implications of Jerome Powell's speech at the Jackson Hole Symposium on markets. Then we discuss South Africa's latest inflation print, before wrapping up with a look at Shein's lawsuit against Temu. We are joined in studio for this segment by Dany Mawas, CEO of Finalto South Africa as well as Ruan Landsberg, Market Analys…

1
Investor Insights: SARB Forfeitures and Seizures 17:41

2M ago17:41

17:41

We wrap up our week's conversations with a look at the latest seizures and forfeitures of funds by the South African Reserve Bank on private companies. This follows a newly established legal precedent that allows the central bank unilateral powers. We also update our wall of preferred stocks that we are keeping an eye on.…

1
Deep Dive: Corporate Structures and Control 18:27

2M ago18:27

18:27

We dive into the various ways businesses are structured, how these structures come about and how various corporate actions can impact these structures. We also look into the options available to businesses founders looking to exit or scale up their businesses.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Market Matters: SA Inc Loving the Attention 16:38

2M ago16:38

16:38

We look at what the latest US inflation data suggests for global interest cuts. We also look into the favour South African stocks are finding with investors because of their attractive and discounted valuations.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: Personalizing Retirement Planning and Unstoppable Stocks 21:19

2M ago21:19

21:19

We touch on the importance of personalizing your retirement planning and taking on more risk for a better future. Then, we wrap things up with some unstoppable stocks for our investor wall of preferred picks.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: Digging for Gold 17:25

2M ago17:25

17:25

In this week's deep dive, we delve into the world of commodities with detailed analysis of gold, oil and copper. Moxima Gama, Independent Analyst, joins us to share some of key thoughts and analysis on the potential future of these commodities.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Market Matters: Woes of the Week 14:37

2M ago14:37

14:37

We look into the latest data from the US and what it means for interest rate cuts. Then we discuss the boardroom woes at Quantum foods, before wrapping up with the latest challenges facing PnP.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: Bank Lending Margins, Uber Ownership and more 16:30

3M ago16:30

16:30

We touch on the history of interest rates and inflation targeting as well as take a look at the updated requirements from Uber on vehicle specifications in South Africa. We wrap things up with a few updates to our investor wall of picks.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: Undervalued Local Stocks (South Africa) 15:21

3M ago15:21

15:21

A deep dive into the most undervalued stocks on the JSE. According to Morgan Stanley, South African equities could outpace bonds and cash in the coming future and so we look for some of the best ideas. This week's specialist is Head of Research at FNB Wealth, Chantal Marx.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Markets Matters: CrowdStrike, Market Crashes and US elections [Sponsored] 17:15

3M ago17:15

17:15

We take a look some market retracements and crashes, the CrowdStrike outage, and the potential impact of the US elections on markets. We are joined by the CEO of Finalto SA, Dany Mawas.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: Gender Retirement Gap and Investing with Debt 21:00

3M ago21:00

21:00

We tackle the differences between men and women when it comes down to retirement and planning for retirement. Then we look into whether or not debt should be used to finance investments and we update our Investor Wall.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: The World of Luxury 12:38

3M ago12:38

12:38

A deep dive into the world of luxury assets, luxury stocks and luxury brands. Some invaluable insights from our studio guest, David Shapiro, who has more than 50 years of experience within the world of financial markets and certainly has his preferred luxury stocks.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Market Matters: MPC decision, JSE delistings and Transnet's latest "loan" 15:45

3M ago15:45

15:45

We look into the MPC's decision to leave rates unchanged and when we can expect rate cuts in SA. Then we take a look at the lastest state-backed loan of R18,5bn provided to Transnet before wrapping things up with Bell and Sasfin delisting announcements. Special guest: David Shapiro저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: Synthetic identity fraud, Two-pot withdrawals and preferred stocks 11:12

3M ago11:12

11:12

Unpacking the dangers of synthetic identity fraud, understanding the savings component of the two-pot system and an update to our investor wall of preferred picks.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: Tech Stocks 12:36

3M ago12:36

12:36

A deep dive into the local telecoms providers in South Africa, as well as US and Chinese tech stocks. We chat to Economist and tech expert, Mudiwa Gavaza.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Market Matters: PnP Rights Offer, and technical analysis on commodities with our first sponsor 21:37

3M ago21:37

21:37

A round-up of the big news items of the week, including the R108M incentive package for Sean Summers of PnP. We also do a little technical analysis on gold, platinum and the USD/ZAR.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Investor Insights: Money Muling, CMA changes and more 15:45

3M ago15:45

15:45

A look at consumers awareness, changes and our investor's wall. We unpack the latest warning from the FSCA on money muling, the EFT payment changes to the Common Monetary Area, and of course, our Investor's Wall of stocks.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Deep Dive: A look at Financial Sector stocks (South Africa) 17:10

3M ago17:10

17:10

A deep dive into the financial sector of the JSE. We cover banks, asset managers and insurers with this one. We are joined by seasoned veteran, Petri Redelinghuys of Herenya Capital.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
Market Matters: GNU, US data, and an activist investor for Hulamin 15:33

3M ago15:33

15:33

A recap of the week's standout events. We take a look at the Government of National Unity, the impact of US data and the shake-up at Hulamin.저자 Jimmy Moyaha / Simon Brown / Nicolette Mashile

1
FAQ on How to Prepare timetable for group 2 for December 2018 || BY CA CMA CS Nikkhil Gupta 3:00

6y ago3:00

3:00

Hello,one of our listeners (shaik Hashmi) requested us to make a study plan for group 2 and here is my reply to your question dear.All the best.Follow us on Social Media.👉FB Page: facebook.com/globalcma.in👉Instagram: instagram.com/globalcma.in👉 Visit: globalcma.in

1
CMA Inter/Final: CAS 1 Classification of costs || By CA CS CMA Nikkhi Gupta 26:16

6y ago26:16

26:16

Hello CMA AspirantsIn this episode, lets have a Revision on CAS 1: Classification of costs. Many students requested us to create a podcast on this topic. so, we covered the concepts of it in 26 minutes. So, listen till the end to revise your CAS. Do listen to this podcasts daily and it does not take you much time to revise the topics.Follow us on S…

1
CMA Inter - Income Tax Revision - Salary Perquisites || By CA CS CMA Nikkhi Gupta 23:31

6y ago23:31

23:31

Hello CMA AspirantsIn this episode, let's have a Quick revision of Salary perquisites from Income Tax - Salary Chapter for CMA Inter students. we are going to cover only provisions related to Salary perquisites and we don't go in detail. we are covering Provisions related to Salary perquisites and, limits to be noted for each perquisite. So, listen…

1
CMA Inter - Income Tax Revision - Salary Allowances Part 2 || By CA CS CMA Nikkhi Gupta 9:38

6y ago9:38

9:38

Hello CMA AspirantsIn this episode, let's have a Quick revision of Salary Allowance from Income Tax - Salary Chapter for CMA Inter students. we are going to cover only provisions related to Salary Allowance and we don't go in detail. we are covering Provisions related to Salary Allowance and perquisites and its differences, limits to be notes for e…

1
CMA Inter - Income Tax Revision - Salary Allowances Part 1 || By CA CS CMA Nikkhi Gupta 9:45

6y ago9:45

9:45

Hello CMA AspirantsIn this episode, let's have a Quick revision of Salary Allowance from Income Tax - Salary Chapter for CMA Inter students. we are going to cover only provisions related to Salary Allowance and we don't go in detail. we are covering Provisions related to Salary Allowance and perquisites and its differences, limits to be notes for e…

1
CMA FINAL / Inter - BASICS OF COST AUDIT || By CA CS CMA Nikkhil Gupta 6:56

6y ago6:56

6:56

Hello, Friends.In this episode, we are going to discuss the basis of cost audit like what is Cost Audit? what are the provisions related to maintenance of Cost Records.Follow us on Social Media.👉FB Page: facebook.com/globalcma.in👉Instagram: instagram.com/globalcma.in👉 Visit: globalcma.in

1
CMA Inter - Study plan for both groups for December attempt 2018 || By CA CS CMA Nikkhil Gupta 21:36

6y ago21:36

21:36

Hello, Friends.In this episode, we guide you to create a study plan for your December Attempt 2018 for CMA Inter both groups. This study plan starts on 25th of September 2018 and ends on 17th of December 2018. This study plan is just a draft and you can modify it as per your capacity and time. The Clarification of DT is uploaded as another episode.…

1
CMA Inter - quick revision of residential status || Direct Tax || By CA CS CMA Nikkhil Gupta 12:39

6y ago12:39

12:39

Hello, Friends.A Quick revision of Residential Status from Direct Tax for CMA Inter students. we are going to cover only provisions related to Residential Status and we don't go in detail. we are covering Provisions related to Applicability of residential status for Individual and incidence of TAX for ROR, RNOR, NR.So, listen till the end to revise…

1
CMA Qualified - How to choose the right job profile in campus, to have a flourishing career? 8:44

6y ago8:44

8:44

Hello, friends.In this episode, CA CMA CS Nikhil Gupta will be guiding you on how to choose the right job profile on campus, to have a flourishing career. It is very very important for you to not only study well and clear your exams but also to choose the right career path for you and right profile path for you. Follow us on Social Media.👉FB Page: …

들어볼 가치가 있는 팟캐스트

Global CMA 팟 캐스트

들어볼 가치가 있는 팟캐스트

빠른 참조 가이드