Global Market Commentary: May 2024
Mixed Global Economic Signals in May Economic data showed mixed signals across regions: the US economy is slowing down due to weaker consumer spending; the European economy is experiencing robust…
South African Market Commentary: May 2024Â
South African Elections Trigger Historic Shift The 2024 South African elections marked a significant departure from the ANC's longstanding majority, prompting the party to potentially navigate coalition politics for the…
The Rise of Chinese Apps in the World
Chinese equity markets demonstrated mixed performance amid a dynamic economic landscape in May. In the first half of the month, A-shares experienced slight fluctuations and a modest upward trend as a resurgence in travel activity during the May Day holiday boosted the consumer sector. Although mid-month credit and inflation data fell slightly below expectations, the overall economy continued to improve, with good export, employment and industrial production indicators. 
South African Market Commentary: April 2024Â
South African markets rise amidst uncertainties and investor sentiment remains mixed South Africa witnessed a notable uptick in local equity markets, led by strong performances in sectors such as food…
Global Market Commentary: April 2024
Markets faced challenges amid inflation fears; global equities and bonds declined In April, both the equity and fixed-income markets faced challenges. Global stock markets experienced a downturn, with developed market…
China Insights: China’s Shift towards Prioritising Returns
There were signs of recovering market sentiment and improved liquidity during April, marking a shift from earlier expectations which had assumed a further pullback in the absence of state support following the Two Sessions (annual gatherings of China’s political advisory committee and the country’s legislature).
South African Market Commentary: March 2024Â
SARB maintains interest rates and economic prospects emerge amid challenges In March, South Africa was eagerly anticipating the Monetary Policy meeting by the South African Reserve Bank (SARB). The equity…
Global Market Commentary: March 2024
Fed Maintains Rates, Global Indices Rise Markets show resilience despite interest rate cut delays, and US equities perform well. Magnificent-Seven companies such as Nvidia continued their surge in March. In…
China Market Commentary for February 2024
China’s equity market rebound in February can be attributed to the government's stepped-up rescue efforts, including interest rate cuts, stricter regulations on short selling, expanded investment scope of the state funds through ETF purchases, and the appointment of a new chairman at the CSRC, the country's stock market regulator.
South African Market Commentary: February 2024Â
South Africa’s economic challenges remain despite fiscal policy debates South Africa was abuzz with a series of events, including the eagerly anticipated State of the Nation Address, Budget Speech, announcement…
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