What Is a “Block Trade – Discounted Shares”?

This is a special type of transaction established by the Johannesburg Stock Exchange (JSE) with the aim of: Regulatory Requirements: This mechanism allows large-scale stock transactions to be carried out at a price below the current market value, helping companies complete bulk deals quickly, while offering investors a price advantage. Example: How Can Investors Profit? […]

Portfolio Management: Asset Allocation in the South African Market

Why Asset Allocation Matters A well-diversified portfolio is the cornerstone of successful investing. In South Africa’s dynamic stock market—shaped by global commodity cycles, currency fluctuations, and local economic factors—proper asset allocation helps you manage risk while pursuing growth. Asset allocation means dividing your investments across different asset classes (like stocks, bonds, and cash) and sectors […]

Technical Analysis: Reading Trends in the South African Stock Market

Why Technical Analysis Matters Technical analysis helps investors understand price trends, market sentiment, and potential entry or exit points for trades. In a market like South Africa’s—often influenced by commodity prices, currency fluctuations, and global events—technical tools can provide valuable insights alongside fundamental analysis. Key Technical Indicators for South African Stocks 📈 Moving Averages (MA) […]

Dividends and Capital Gains: How to Make Money in the South African Market

Understanding the Two Ways to Profit from Stocks When investing in the South African stock market, there are two primary ways to earn a return:✅ Dividends: Regular payments made by a company to its shareholders, usually from its profits.✅ Capital Gains: Profit from selling a stock at a higher price than you paid. Each method […]

Industry Investment Strategies for the South African Stock Market

Why Focus on Industry Trends? When investing in South African stocks, understanding industry trends is key to identifying long-term opportunities and managing risk. South Africa’s economy is shaped by powerful sectors like mining, finance, telecommunications, and energy, each with unique dynamics that influence stock performance. Industry-focused investing helps you:✅ Spot growth opportunities✅ Manage risks by […]

How to Participate in New Stock Issuances (IPOs) and Private Placements

What is a New Stock Issuance? When a company wants to raise capital, it can issue new shares of stock to investors. These can be offered through: Both IPOs and private placements are opportunities for investors to buy stocks at an early stage—sometimes at a discount price. How to Subscribe for New Stocks 1. Through […]

Catching the Bottom or Chasing the Top? The Right Timing in the South African Market

Understanding Bottom-Fishing and Top-Chasing When investing in stocks, two common strategies often come into play: Both strategies can work — but they require different mindsets and risk tolerances, especially in a market like South Africa’s. Common Price Swings in the South African Market The South African stock market, like any emerging market, can be volatile. […]

How to Know If a Stock is Worth Buying

Understanding Discount Price, Latest Price, and Issuance Type Before buying a stock, it’s crucial to understand some basic terms: Understanding these terms helps you compare the discount price to the latest market price — a key step in evaluating a stock’s attractiveness. Analyzing the Company’s Fundamentals A stock’s price is ultimately driven by the company’s […]

Beginner’s Guide: Introduction to the South African Stock Market

What is a Stock and How to Participate in the South African Stock Market (JSE) A stock represents partial ownership in a company. When you buy a stock, you become a shareholder entitled to a share of the company’s profits (usually via dividends) and the potential appreciation of its stock price. In South Africa, most […]