Simon Fillmore News Today

This week MoneywebNOW looked at investing in wine, different investment strategies and more.

Independent Securitiess CIO Simon Fillmore talks listeners through their Stocks for all Seasons.

Analysis of international PMI data and a look at the bull case for equities.

Analysis of listed food retailers, a look at what matters most for investors in 2023 and Simon’s take on the investment impact of China’s move away from zero-Covid.

‘The Achilles’ heel for South African equities over the last eight years has been foreigners on our market. Theyve been net sellers’: Independent Securities CEO Simon Fillmore.

This week MoneywebNOW looked at a profitable year ahead for farmers, expectations of the Fed and equities in 2023, local tourism numbers improving, Japans potential monitory policy shift and expectations for the two-pot retirement system.

This week MoneywebNOW looked at Mondi being undervalued; Sanlams majority stake offer in AfroCentric; opportunities in big tech; the likelihood of the 2050 net-zero emissions target being met; Grindrod, US inflation and more.

‘When sentiment indicators are this low, typically the next five years generate an 83% return’: Simon Fillmore – Independent Securities.

This week MoneywebNOW looked at local bank valuations, the global pet care industry and retail stocks.

‘We can purchase businesses in that country which trade at significant discounts to their peers elsewhere in the world, yet offer significantly better growth prospects’: Independent Securities CEO Simon Fillmore.