Insights
LATEST
Market Commentary: December 2020
Global Market Themes: Global equities continue risk-on rally, despite resurgent COVID-19 Emerging Markets climb as commodities shine, Chinese GDP growth accelerates US markets shrug off election fall-out Extension of CARES Act benefits COVID-19 vaccine roll-out as Europe battles second wave Brexit concludes with a fizzle SA Market Themes: Mutation in COVID-19 fuels contagion and higher death tolls President Cyril Ramaphosa places South Africa on Adjusted Alert Level 3 Lockdown Alcohol companies take on renewed ban on liquor sales Additional restrictions weigh on consumer-, domestic- and travel-and-tourism sectors SA stocks benefit from global risk-on sentiment, despite challenging domestic fundamentals
Prev
Next
