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Financial planning

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Trade Ideas

Local Trade Idea - The Johannesburg Stock Exchange (JSE) - BUY

The Johannesburg Stock Exchange (JSE) is Africa's premier exchange, operating as a marketplace for the trading of financial products for over a century. In this time, the JSE has evolved from a traditional floor-based equities trading market to a modern securities exchange providing fully electronic trading, clearing and settlement in equities, financial and agricultural derivatives and other associated instruments and has extensive surveillance capabilities. The JSE is also a major provider of financial data and information.

22 September 2026

Everything you need to know about the markets this week

Weekly opportunities podcast EP 36

21 September 2026

Economics Weekly

MPC preview: SARB likely to resume tightening as inflation risks remain elevated

18 September 2026

Trade Ideas

Global Trade Idea - Texas Instruments Incorporated (TXN US) - BUY

17 September 2026

Trade Ideas

Local Trade Idea - African Rainbow Minerals (ARI) - BUY

African Rainbow Minerals is a leading South African diversified mining company with operations in coal, copper, gold, platinum group metals (PGMs), nickel, and ferrous minerals. It holds a 50% stake in Assmang Limited, which produces iron ore, manganese, and chrome, and it also operates key platinum mines like Modikwa and Two Rivers through joint ventures. Through ARM Exploration, the company pursues mineral opportunities across sub-Saharan Africa.

15 September 2026

Everything you need to know about the markets this week

Weekly opportunities podcast EP 35

14 September 2026

Economics Weekly

Household spending remains resilient despite a narrowing labour income base

11 September 2026

Hot Topics

The sustainability conversation has changed, but ESG still matters

10 September 2026

Flash Notes

Manufacturing output reflects a good start to 3Q26

10 September 2026

Flash Notes

Mining weakness deepens at the start of 3Q26 despite resilient mineral sales

Mining output showed continued weakness at the start of 3Q26. Non-seasonally adjusted mining output declined by 7.5% year-on-year (y/y) in July, following a revised 4.3% (previously 4.0%) contraction in June. Ten of the 12 mining divisions recorded decreases in production, while two recorded increases.

10 September 2026

Trade Ideas

Global Trade Idea - Oracle Corporation (ORCL US) - BUY

10 September 2026

Flash Notes

GDP growth undergoes a material moderation in 2Q26

08 September 2026

Trade Ideas

Local Trade Idea - MTN Group (MTN) - BUY

08 September 2026

Everything you need to know about the markets this week

Weekly opportunities podcast EP 34

07 September 2026

Economics Weekly

Growth faces a 2Q26 reality check, but the slowdown may prove temporary

Markets, economists and policymakers will be closely watching the release of South Africa's 2Q26 GDP data on Tuesday. The outcome will provide an important assessment of how the local economy performed during a quarter that was heavily affected by a series of shocks, most notably those emanating from the Middle East conflict, and its impact on domestic fuel prices, inflation and financial conditions.

04 September 2026

Trade Ideas

Global Trade Idea - Dow Inc. (DOW US) - BUY

03 September 2026

Trade Ideas

Local Trade Idea - Life Healthcare Group (LHC) - BUY

01 September 2026

Hot Topics

When words move markets: Influential figures and asset prices

31 August 2026

Everything you need to know about the markets this week

Weekly opportunities podcast EP 33

31 August 2026

Economics Weekly

First-time buyers retreat as affordability pressures intensify

First-time buyers are often regarded as the lifeblood of the residential property market. As new entrants to the housing ladder, they support transaction activity, stimulate market liquidity and create opportunities for existing homeowners to upgrade. However, recent data suggests that first-time buyers have been disproportionately affected by the increasingly challenging economic environment, resulting in a notable decline in their market participation during 2026, reflecting the combined effects of elevated borrowing costs, rising living expenses, heightened uncertainty and weakening affordability. In this piece, we examine internal mortgage application data to assess how first-time buyer activity has evolved relative to the broader market.

28 August 2026

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Trade Ideas

Local Trade Idea - The Johannesburg Stock Exchange (JSE) - BUY

22 September 2026

Everything you need to know about the markets this week

Weekly opportunities podcast EP 36

21 September 2026

Economics Weekly

MPC preview: SARB likely to resume tightening as inflation risks remain elevated

18 September 2026

Trade Ideas

Global Trade Idea - Texas Instruments Incorporated (TXN US) - BUY

17 September 2026

Trade Ideas

Local Trade Idea - African Rainbow Minerals (ARI) - BUY

15 September 2026

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Investment Insights

Key highlights from the mid-term budget

30 October 2024

Hot Topics

eCommerce

01 January 2022

Alternative Investments

Investing in the telecommunication sector

01 January 2022

Economic Insights

Bear Markets - Navigating a downturn

01 March 2020

Videos

Everything you need to know about the markets this week

Weekly opportunities podcast EP 36

21 September 2026

Everything you need to know about the markets this week

Weekly opportunities podcast EP 35

14 September 2026

Everything you need to know about the markets this week

Weekly opportunities podcast EP 34

07 September 2026

Everything you need to know about the markets this week

Weekly opportunities podcast EP 33

31 August 2026

Economic Insights

Short-term trading opportunities - EP03

26 August 2026

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.

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