South African Market Commentary: August 2024
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…
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Ashleigh Hayward
Global Market Commentary: August 2024
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…
South African Market Commentary: July 2024
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 Market Commentary: July 2024
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…
South African Market Commentary: June 2024
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…
Global Market Commentary: June 2024
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…
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 2024
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…
South African Market Commentary: April 2024
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…
