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08.12.25 - 20:00
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The DPI Link To Margin Debt (ZeroHedge)
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The DPI Link To Margin Debt
Authored by Lance Roberts via RealInvestmentAdvice.com,
A recent article by Simon White, via Bloomberg, discussed the rising cost of margin debt for investors. While his analysis below compares the cost of debt to GDP, we will also consider a more critical comparison to disposable personal income (DPI). Here is Simon's point.
“Yet, where history does raise a red flag is if we look at the cost of carrying the margin debt. Based on an idea from Investec Research, we can estimate the total cost of carrying margin debt versus GDP (I also adjust margin debt for credit balances). This net margin debt has only been higher in the pandemic, when savings went through the roof. As we can see, cost-of-carry peaks for net margin debt have preceded significant downward moves in stocks: the tech bust in 2000, the GFC bear market in 2008, the near 20% correction in 2018 and the 2022 bear market.“
Before we proceed with our discussion, margin debt now stands at a record of m...
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02.12.25 - 15:48
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Dealings in Securities (Cision)
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AECI LIMITED
(Incorporated in the Republic of South Africa)
Registration number: 1924/002590/06
Share code: AFE ISIN: ZAE000000220
Hybrid code: AFEP ISIN: ZAE000000238
Bond company code: AECI
LEI: 3789008641F1D3D90E85
(AECI or the Company)
DEALINGS IN SECURITIES
AECI shareholders (Shareholders) and noteholders are advised that, on 19 November 2025, the Company, on behalf of the AECI Employee Share Scheme Trust (Trust), concluded a hedging arrangement with Investec Bank Limited (Investec), an independent third party, to hedge the Trust's potential future...
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28.11.25 - 14:48
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Half-year Financial Report (Cision)
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Investec Bank plc
Incorporated in England and Wales
Registration number 489604
LEI: 84S0VF8TSMH0T6D4K848
Unaudited condensed Financial Statements for the six months ended 30 September 2025
Investec Bank plc
(Incorporated in England and Wales)
(Company Registration Number: 489604)
Interim Management Report
This Interim Management Report is issued by Investec Bank plc (the Bank), a subsidiary of the listed entity Investec plc, in accordance with the UK Listing Authority's Disclosure and Transparency Rules and together with the Investec Bank plc unaudited consolidated...
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21.11.25 - 09:54
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Moodliar on Investec′s Earnings in South Africa (Bloomberg)
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Investec's interim profit declined for the first time since 2021 due to a slowdown at its southern African unit offset gains at its UK operations. The specialist lender says it's also planning to take its private banking offerings to mid-sized corporates in the UK and South Africa. Cumesh Moodliar, CEO of Investec South Africa spoke to Bloomberg's Chief Africa Correspondent Jennifer Zabasajja on Horizons Middle East and Africa. (Source: Bloomberg)...
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11.11.25 - 23:00
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Prokarium ernennt Ibs Mahmood zum Chief Executive Officer (Business Wire)
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LONDON--(BUSINESS WIRE)--Prokarium ist ein auf die klinische Phase spezialisiertes biopharmazeutisches Unternehmen für den Bereich mikrobielle Immuntherapie. Das Unternehmen hat heute die Ernennung von Ibs Mahmood zum Chief Executive Officer (CEO) bekannt gegeben. Ibs folgt Kristen Albright nach, der dem Board of Directors beitritt, um weiterhin die strategische Richtung von Prokarium mitzubestimmen.
Ibs kann auf 25 Jahre als Unternehmer in der Biotechnologie zurückblicken. Er hat mehrere Life-Science-Unternehmen gegründet und durch die klinische Entwicklung, die Finanzierungsphase und die strategische Ausrichtung geführt. Er hat mehr als $300 Millionen für eigene Unternehmungen und mehr als $2 Milliarden für Kunden aufgebracht. Er hat die Unternehmen AMO Pharma, DrugDev und Induction Healthcare mitgegründet und geführt. Darüber hinaus hatte er Führungspositionen bei IQVIA, Abingworth, Shire Pharma und Investec inne. Ibs hat an der University of Oxford Medizin gelehrt.
„Ibs' Ernennung markier...
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16.10.25 - 12:36
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TSMC Hikes Forecast Amid AI Boom | The Pulse 10/16/2025 (Bloomberg)
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President Trump acknowledges America is in a long term trade war with China. Treasury Secretary Scott Bessent warns Beijing of a coordinated response to its rare earth restrictions. The world's largest chipmaker, TSMC, delivers stronger-than-expected earnings in a sign that global demand for AI infrastructure remains red-hot. And Swiss food-maker Nestlé announces plans to cut 16,000 jobs over the next two years, as the new CEO seeks to fast-track a turnaround.
Today's guests:
Jimmy Muchechetere, Senior Equity Analyst at Investec, Bryon Lake, Global co-Head of Third Party Wealth at Goldman Sachs Asset Management, Miranda Brawn, Founder of The Miranda Brawn Diversity Leadership Foundation. (Source: Bloomberg)...
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29.08.25 - 03:54
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Buy or sell: Stock recommendation by brokers for August 29, 2025 (Times of India)
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Brokerages maintain positive outlooks on several stocks. Nuvama highlights Maruti Suzuki's EV production and capacity expansion. Motilal Oswal sees transformational growth for Adani Ports. Jefferies notes ICICI Bank's rising risk profile but stable credit costs. Investec anticipates improved returns for RBL Bank, while ICICI Securities emphasizes Allied Blenders & Distillers' premiumization strategy....
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