Sector focus : EV market
Volkswagen cut its annual outlook for the second time in less than three months, citing a weaker-than-expected performance at its passenger car division as pressure on Europe’s top automaker continues to rise. According to a CNBC report, Chinese producers have gained an upper hand in EV technology and are overtaking European brands in China, the […]
Semiconductors: What are they and why do they matter?
Tech stocks remain the major drivers behind the multiple record highs achieved on the S&P 500 (VOO-NASQ) and Nasdaq 100 in 2024. Artificial intelligence (AI) as a strong thematic investment trend that still has lots of room to run, but the story behind the tech market rise is more nuanced, with semiconductor stocks the true […]
Explaining market and asset correlations and their impact on investments
Despite the geographical distance between countries, global markets are more interconnected than ever before, which is creating closer correlations between global financial markets, economies, sectors and companies. Read more here.
Does AI offer growth potential beyond the hype cycle?
Despite recent market volatility and concerns about a tech bubble, the potential for AI growth goes beyond the hype cycle. With investments from major tech companies and the continued development of AI applications, there are multiple profit opportunities and long-term prospects in this evolving field.
Common trading mistakes
More retail investors are taking a do-it-yourself (DIY) approach to stock and currency trading to get their share of local and global markets through online trading platforms like Clarity, by Investec. There is no universal risk-reward ratio that applies to all trades in isolation, and the approach applies to trades executed with or without margin.
This week’s sector and stock focus
Sector focus: Steel
Stock focus: Pick n Pay
Analysing Markets
Complementing fundamental and technical analysis with sentiment analysis can reinforce certain views, which traders and investors can express through easy-to-use trading platforms like Clarity, by Investec.
What are defensive assets and how can they protect your portfolio?
In uncertain global markets, investors are advised to protect their portfolios by shifting towards defensive assets. These assets, such as defensive stocks and the US dollar, offer stability and downside protection during volatile times, reducing overall risk exposure.
Are self-driving robotaxis the next hyper-growth tech trend?
Tesla is betting on self-driving robotaxis as the next major hyper-growth trend, with the potential to deliver trillions in revenue and 10-fold returns on Tesla stock, according to industry experts. Despite challenges in autonomous vehicle development, companies like Waymo and Rimac are also making strides in the robotaxi market, revolutionizing the global auto industry.
Insights for investment Clarity
Picking market winners and investing for clarity involves a systematic approach to assess a company’s performance for trading. By combining clarity assessment and performance evaluation, investors can make informed trading decisions and increase their chances of success.