South African Market Commentary: December 2023
South African Markets navigate positive December and grapple with foreign divestment As the festive season comes to an end in South Africa and around the world, it's worth noting that…
Back
Mubeen Abdulla
Global Market Commentary: December 2023
Global Markets rally in December 2023 amid interest rate speculations The year 2023 closed with speculation on interest rate cuts. Looking ahead to 2024, headline inflation is expected to start…
South African Market Commentary: November 2023
South African Equity Market Faces Complex Economic Landscape In November, South Africa faced a complex economic landscape marked by challenges and notable market movements. Challenges with electricity, infrastructure, and logistics…
Global Market Commentary: November 2023
GDP growth in the US and decreasing inflation in advanced economies November, global financial markets saw a robust positive trend propelled by a strong 5.2% GDP growth in the US…
South African Market Commentary: October 2023
The South African equity market experienced moderate negativity in October 2023, with the FTSE/JSE Capped SWIX decreasing by 2.93%. However, this is a slight improvement from September's decline. Despite the…
Global Market Commentary: October 2023
October was a challenging month for global markets, with rising inflation and slowing economic growth weighing on sentiment. Key takeaway points: Global growth slows down and there has been a…
Global Market Commentary: September 2023
Global markets decline, UK rises In September, global equity markets faced two consecutive months of decline, with MSCI World falling 4.3% and MSCI EM down 2.6%. Worries about a US…
South African Market Commentary: September 2023
South African Equity Market Faces Challenges In September, the South African equity market declined by 3.1%, reflecting global trends. The FTSE JSE SWIX index recorded a second consecutive monthly loss,…
South African Market Commentary: August 2023
South African Markets Decline Amid Challenges In August, South African markets fell 4.8% due to global risk-off sentiment, driven by China and Fed hawkishness. The resource sector suffered the most…
Global Market Commentary: August 2023
Global Equities Decline Amidst Fed Hawkishness In August, global equity markets reversed a five-month uptrend. Major indexes, including MSCI ACWI and UK FTSE 100, declined. U.S. Federal Reserve's hawkish stance…
