South African Market Commentary: March 2025
South African markets hold steady amid global uncertainty South African equities rose in March, led by strong gains in gold and platinum miners amid global uncertainty and rising precious metal…
Global Market Commentary: March 2025
Mixed global market signals amid easing inflation and trade talks Global markets were mixed in March, with US indices declining while emerging markets and Chinese equities posted gains. Inflation eased…
February China Market update
In February, the Chinese equity market saw a volatile rally followed by a sharp pullback. A-shares and H-shares surged early in the month fuelled by policy expectations and a tech…
Global Market Commentary: February 2025
Market trends as trade tensions ease and China rebounds Global markets had a mixed performance in February, with some indices gaining while others declined. The US, Canada, and Mexico paused…
South African Market Commentary: February 2025
Investor caution grows amid Budget Speech delays and power challenges South African equities dipped 0.4% in February, reflecting global trends and local uncertainties, though insurance, telecoms, and large-cap stocks saw…
China’s AI Boom: Talent and Innovation Driving the Future
China’s AI and tech sector is advancing rapidly, driven by a skilled workforce, strong government support, and a vast data ecosystem. The launch of DeepSeek’s latest AI model highlights China’s ability to innovate despite US technology restrictions. Entrepreneurs and engineers continue to push boundaries, making breakthroughs in AI applications. With robust venture capital backing and a thriving startup culture, China is cementing its position as a global AI leader.
Global Market Commentary: January 2025
Markets Navigate Tariffs, AI Disruption, and Geopolitical Tensions Global markets experienced a generally positive start to 2025, even with the introduction of new tariffs by the US administration. While concerns…
South African Market Commentary: January 2025
Positive Economic Signs Tempered by Job Market Concerns and Energy Fragility January offered a mixed bag for the South African economy. While positive trends emerged in inflation, interest rates, GDP…
China’s Fund Industry Got Talent
In December, the Chinese equity market experienced a rise followed by a pullback. However, offshore (Hong Kong) stocks still ended the month in positive territory, helping the overall indices to a positive end to the year. Benefitting from the year-end effect, dividend stocks have risen, while certain AI-related concepts still have momentum. Overall, the market remained in a consolidation phase following the rally since late September.
South African Market Commentary: December 2024
South African markets face challenges as 2024 ends At the end of December 2024, the South African equity and bond markets lagged behind their respective emerging market counterparts. Consumer inflation…
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