China Market Commentary: June 2023
Download the report China is recovering – but more slowly May proved to be another challenging month for Chinese assets. The MSCI China A Onshore and MSCI China equity indices…
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RisCura – SAVCA Private Equity Performance Report: South Africa Q4 2022
We are pleased to release the December 2022 edition of the RisCura – SAVCA South African Private Equity Performance Report. This report tracks the performance of a representative basket of…
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…
Lars Hagenbuch, speaks to the Early Breakfast show about our latest report, Moving the Needle- Stewardship in India
RisCura's consultant, Lars Hagenbuch, discussed the importance of ESG stewardship by asset owners and shared the findings of our latest report, 'Moving the Needle - Stewardship in India,' during an…
Regulation Driving Enhanced Environmental Disclosures by Indian Companies
Climate change and greenhouse gas emissions are the most pressing environmental issues on the minds of asset managers in India, according to our recent report 'Moving the Needle- Stewardship in…
China Market Commentary: May 2023
Download the market commentary In April, Chinese equities posted negative returns and underperformed major global indices. Investors were concerned about a slowing and uneven recovery in the economy, as well…
Stewardship in India: practices in the world’s most populous country
Join us for the launch of our latest research findings: "Moving the Needle: Stewardship in India" by RisCura.
New Bright Africa Research points to strong Private Equity Upward growth trend
Not only do pensions provide a financial and social safety net to the elderly, but they also provide long-term capital.
Market Commentary: April 2023
Highlights Global Market Themes: Developed markets rise while emerging markets fall; MSCI World up 1.75%, MSCI EM down -1.1%. US Federal Reserve raises the Fed Funds rate by 25 basis…
China Market Commentary: April 2023
Here are this month’s highlights: Shares of state-owned enterprises (SOEs) in the Telecom, Energy and Financials sectors also outperformed. They have been boosted by price/earnings multiple expansion, as the value style was in favour and there was positive news about SOE reforms. Overall, the managers we work with remain overweight to high-quality companies in the Consumption, Advanced Manufacturing and New Energy sectors.
