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China Market Commentary: July 2023

The market rebounded strongly in the first half of June 2023 due to expectations of economic stimulus and the launch of the HKD-RMB Dual Counter Model. However, geopolitical tensions and a smaller-than-expected Loan Prime Rate cut affected gains later in the month. Information Technology and Consumer Discretionary sectors performed well, while Healthcare, Energy, and Telecommunications underperformed

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RisCView: June 2023

The monthly performance ranking of investment products across Africa, South Africa and Namibia. South Africa Top Performing Balanced Fund +4.09% Balondolozi Active Balanced Fund Top Performing Equity Fund +6.16% Foord…

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Market Commentary: June 2023

Global market themes The US economy has shown resilience after the current interest rate hike cycle. US first-quarter GDP prints came in at 2% versus the expected 1.4%, and household…

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