Everything you need to know about the markets this week
Short-term trading opportunities - EP04
In this episode of trading unpacked, we cover new trade ideas as well as unpack the previous trades. New trades on the local front include Vodacom and on the international front MSCI Inc and Coreweave.
08 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 38
06 October 2025
Trade Ideas
Local Trade Idea: Vodacom (VOD) - BUY
We initiate a long position. Our upside target is set at R157.00. We recommend a stop-loss at R123.00 (risk/reward ratio 1:2.4).
30 September 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 37
29 September 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 36
22 September 2025
Property
Property Barometer - August 2025
The FNB House Price Index (HPI) accelerated to 4.5% y/y in August, up from a revised 4.4% in July (previously 3.7%). This marks the fastest annual house price growth in over three years, last seen in May 2022 when interest rates were significantly lower (275-basis points below current levels). This is also the fourth consecutive month of real house price growth.
18 September 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 35
15 September 2025
Everything you need to know about the markets this week
Short-term trading opportunities - EP02
In the second episode of trading unpacked we cover the previous trades and what the outcomes were. New trades include Bidvest as well as Lulu Lemon. Nic also covers some of the US tech opportunities and unpacks Google and Tesla as new trades.
12 September 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 34
08 September 2025
Economics weekly
Low-growth regime persists despite a likely 2Q25 rebound
On Tuesday, Stats SA will release GDP data for 2Q25. This release comes at a time when growth expectations for 2025 have been revised down to around 1.0%, from nearly 2.0% at the beginning of the year. The 1Q25 outcome confirmed the economy's weak growth path, posting just 0.1% q/q (seasonally adjusted), supported mainly by a rebound in agriculture. Excluding agriculture, GDP would have contracted by 0.3% q/q and slowed to 0.3% y/y (not seasonally adjusted). Below we unpack the likely outcome for 2Q25.
05 September 2025
Everything you need to know about the markets this week
Short-term trading opportunities - EP04
08 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 38
06 October 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 37
29 September 2025
Everything you need to know about the markets this week
Weekly opportunities podcast EP 36
22 September 2025
Disclaimer
This Publication note is issued by FNB for the information of clients only and should not be produced in whole or part without prior permission. Although FNB is an Authorised Financial Services Provider, any opinions and/or analysis contained in this Publication are for informational purposes only and should not be considered advice, including but not limited to financial, legal or tax advice, or a recommendation to invest in any security or to adopt any investment strategy. The information contained herein has been obtained from sources/persons which we believe to be reliable. Still, it is not guaranteed for correctness, completeness or otherwise. We do not assume liability for loss arising from errors in the information or that may be suffered from using or relying on the information contained herein, irrespective of whether there has been any negligence by us, our affiliates or any other employees of ours, and whether such losses are direct or consequential. As market and economic conditions are subject to rapid change, any comments, opinions and analyses are rendered as of the date of publishing and may change without notice. Such changes may have a material impact on the outcome of any investment. Securities involve a degree of risk and are volatile instruments. Past performance is not indicative of future performance. Securities or financial instruments mentioned in the Publication note may not be suitable for all investors, and FNB bears no responsibility whatsoever arising from or as a consequence thereof. The material is not intended as a complete analysis of every material fact regarding any share, instrument, sector, region, market, country, investment or strategy. The recipient of this Publication must make their own investment decision and is advised to contact their relationship manager for a personal financial analysis before making any investment decisions. Copyright 2023.
