South African markets regain ground as resources strengthen South African equities returned to positive territory in July as resources, platinum miners and investment conglomerates supported the market. Energy-linked shares benefited…
Semiconductor pressure, China’s rebound and renewed oil strength shape July Global equities edged higher in July, but headline gains masked a sharp rotation beneath the surface. Semiconductor shares fell after…
Emerging market (EM) equities lost ground in June, with the MSCI Emerging Markets Index declining 1,4% as investors weighed Middle East tensions in the Middle East, shifting US interest rate expectations, and firmer oil prices.
Commodity reversal weighs on SA resources as domestic sectors hold up South African markets underperformed in June as weaker commodity prices weighed heavily on resource shares, while domestic-focused sectors proved…
Technology pressure and commodity reversal shape June markets Global markets pulled back in June after May’s rally, as easing Middle East tensions reversed the oil shock and triggered a broad…
Emerging market (EM) equities delivered a strong performance in May 2026, with the MSCI Emerging Markets Index returning 9.7% for the month and outperforming developed market (DM) peers.
Inflation pressures and bond resilience shape South African markets South African markets were mixed in May as local equities consolidated and resource shares came under pressure from weaker precious metals…
AI momentum and earnings strength extend global market rally Global markets extended their recovery in May as AI-related investment, strong corporate earnings and improved geopolitical sentiment supported risk appetite. Developed…
Emerging market equities delivered a strong rebound in April, recovering the ground lost in March as escalating tensions in the Middle East weighed heavily on global markets. The MSCI Emerging Markets Index returned 14.71%, ending the month comfortably ahead of the 9.6% gain recorded by the MSCI World Index.
Domestic rotation supports SA market gains South African markets delivered modest positive returns in April, supported by improved domestic sentiment, rand strength and a rotation toward locally oriented assets. Equities…
