South African Market Commentary: April 2025
Easing inflation and market gains signal cautious optimism for SA South Africa’s annual CPI eased to 2.7% in March, driven by lower fuel prices and softer education costs. GDP growth…
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Mubeen Abdulla
Global Market Commentary: April 2025
Markets unsettled by US trade shocks and global growth concerns April saw global markets unsettled by renewed US trade tensions and recession concerns, despite some regional resilience. Volatility spiked after…
South African Market Commentary: March 2025
South African markets hold steady amid global uncertainty South African equities rose in March, led by strong gains in gold and platinum miners amid global uncertainty and rising precious metal…
Global Market Commentary: March 2025
Mixed global market signals amid easing inflation and trade talks Global markets were mixed in March, with US indices declining while emerging markets and Chinese equities posted gains. Inflation eased…
Global Market Commentary: February 2025
Market trends as trade tensions ease and China rebounds Global markets had a mixed performance in February, with some indices gaining while others declined. The US, Canada, and Mexico paused…
South African Market Commentary: February 2025
Investor caution grows amid Budget Speech delays and power challenges South African equities dipped 0.4% in February, reflecting global trends and local uncertainties, though insurance, telecoms, and large-cap stocks saw…
Global Market Commentary: January 2025
Markets Navigate Tariffs, AI Disruption, and Geopolitical Tensions Global markets experienced a generally positive start to 2025, even with the introduction of new tariffs by the US administration. While concerns…
South African Market Commentary: January 2025
Positive Economic Signs Tempered by Job Market Concerns and Energy Fragility January offered a mixed bag for the South African economy. While positive trends emerged in inflation, interest rates, GDP…
South African Market Commentary: December 2024
South African markets face challenges as 2024 ends At the end of December 2024, the South African equity and bond markets lagged behind their respective emerging market counterparts. Consumer inflation…
Global Market Commentary: December 2024
Global financial markets end December 2024 on a subdued note Global financial markets ended December 2024 on a subdued note affected by monetary policy changes. While the MSCI World Index…
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