Simon’s Weekly Recap: Top Stock Picks and Strategies for Investing in JSE-Listed ETFs

March 28, 2025 stocks24

I had an engaging discussion with Marc Ashton from Decusatio regarding small private investors on the JSE. The delisting by African Rainbow Capital highlighted a perceived lack of investor support, which might be accurate for institutional investors. However, with more than 70,000 smaller investors, this demographic is significant, demonstrating that stocks with compelling narratives, such as Rain and Tyme Bank, can successfully capture the interest of small investors.

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The paradox of choice suggests that having more options can lead to decision paralysis. I discussed this concept with Daniel dos Passos from FNB ETFs in relation to the numerous ETFs available. With over 100 ETFs listed on the JSE, it’s fantastic to have variety, but how do we determine which ones truly deserve our attention and, more importantly, our investment funds?

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I also spoke with Dr. Roelof Botha about the Q4 2024 Afrimat Construction Index, and one slide particularly stood out to me. The value of approved residential building plans in the Western Cape has now surpassed that of Gauteng. This is notable, as Gauteng is traditionally seen as the economic heartland of South Africa, indicating a shift in dynamics.

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I chatted with Ann Sebastian from Terebinth Capital about food retailers and producers, and the insights were illuminating. Shoprite continues to set the benchmark, while Spar is working on revitalizing its operations. Tiger Brands appears robust, whereas AVI’s cautious outlook seems to have unsettled many investors.

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