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Market Commentary: October 2021
Global Market Themes: Global equities stage broad rally, led by Developed Markets (DM) Emerging Markets (EM) post lacklustre returns, amidst China-spill over impacts United States (US) equities post fresh record highs Global property rebounds, as Evergrande fears ease Slowing Chinese demand a drag on iron ore and coal, other commodities soar SA Market Themes: South African equities post solid gains, with resources leading the way Economic recovery threatened by new bouts of load shedding Composite Purchasing Managers’ Index signals economic contraction Rand weakness continues Inflation trending higher ahead of November Monetary Policy Committee (MPC) meeting
16 Sep 2021
Regulation of Chinese Technology Companies
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