South African Market Commentary: September 2024
South Africa's Outlook Strengthens in September In September, the Capped SWIX and All Share indices both gained 4.0%, while the ALBI rose by 3.9%. The Monetary Policy Committee (MPC) trimmed…
South Africa's Outlook Strengthens in September In September, the Capped SWIX and All Share indices both gained 4.0%, while the ALBI rose by 3.9%. The Monetary Policy Committee (MPC) trimmed…
Global Markets Rally in September In September, global bond and equity markets experienced strong gains, driven by rate cuts from major central banks, including the Fed, ECB, and BoE. The…
SA Experiences Market Gains Amid Economic Pressures and Sector Developments Following the rally in domestic assets, the outlook for a global soft landing is likely already priced in. Local sectors…
Strong Performances Despite Global Market Unpredictability August saw heightened volatility due to concerns over a potential U.S. recession and a strengthening Japanese yen. Despite the volatility, developed market equities rose…
Political Transition Boosts South African Markets Amid Inflation Drop and Economic Optimism South African markets experienced a positive impact from post-election political changes in July, with notable gains in equities,…
Global Markets Display Resilience Amid Political Uncertainty and Mixed Economic Conditions Global growth is projected to remain steady at 3.2% for the year, with similar expectations for 2025. In the…
Surge in South African Markets Amid Historic Election and New Government of Unity In June, South Africa’s equity market saw robust gains despite recent market volatility due to election results…
Steady Growth Amid Global Economic Stabilisation and Tech Resilience The US Federal Reserve (Fed) June meeting resulted in keeping interest rates steady at a range of 5.25-5.50%. US equity indices…
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 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…