South African Market Commentary: October 2024
South Africa's inflation eases but fiscal concerns rise South Africa’s financial markets started Q4 on a subdued note, with the FTSE/JSE SWIX Index down by 0.9% and the FTSE/JSE All…
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Mubeen Abdulla
Global Market Commentary: October 2024
Economic shifts amid election uncertainty As the US presidential election drew nearer, market caution increased, reflecting in a -2.0% decline in the MSCI World Index and a -2.2% decrease in…
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…
Global Market Commentary: September 2024
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…
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…
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…
