South African Equity Market Faces Complex Economic Landscape In November, South Africa faced a complex economic landscape marked by challenges and notable market movements. Challenges with electricity, infrastructure, and logistics…
GDP growth in the US and decreasing inflation in advanced economies November, global financial markets saw a robust positive trend propelled by a strong 5.2% GDP growth in the US…
As China's economic trajectory remains uncertain, a combination of factors, including corporate buybacks, household savings trends, and government policies, will play a pivotal role in shaping the future of Chinese equities.
The South African equity market experienced moderate negativity in October 2023, with the FTSE/JSE Capped SWIX decreasing by 2.93%. However, this is a slight improvement from September's decline. Despite the…
October was a challenging month for global markets, with rising inflation and slowing economic growth weighing on sentiment. Key takeaway points: Global growth slows down and there has been a…
Chinese equities experienced modest losses in September with the MSCI China and MSCI China A Onshore indices down 2.7% and 1.8%. However, economic data suggested that recent stimulus measures are beginning to take effect with a rise in consumption and industrial activity.
Global markets decline, UK rises In September, global equity markets faced two consecutive months of decline, with MSCI World falling 4.3% and MSCI EM down 2.6%. Worries about a US…
South African Equity Market Faces Challenges In September, the South African equity market declined by 3.1%, reflecting global trends. The FTSE JSE SWIX index recorded a second consecutive monthly loss,…
Chinese equities declined in August due to various factors, including property sector challenges and a lack of significant policy action. Towards the end of the month, market sentiment improved as the government implemented measures to support the economy and capital markets. Recent macroeconomic data indicated signs of stabilisation in the Chinese economy, with positive CPI, PPI, retail sales, and industrial production trends. However, concerns persist regarding the property sector's impact on the overall economic outlook.
Chinese equities surged in late July after dovish signals from the Politburo meeting, surpassing expectations with MSCI China and MSCI China A Onshore indices gaining 10.9% and 5.7%. However, gains were lost in August due to a lack of policy actions and property market troubles caused by developer Country Garden's bond restructuring.
