South African markets regain ground as resources strengthen South African equities returned to positive territory in July as resources, platinum miners and investment conglomerates supported the market. Energy-linked shares benefited…
Semiconductor pressure, China’s rebound and renewed oil strength shape July Global equities edged higher in July, but headline gains masked a sharp rotation beneath the surface. Semiconductor shares fell after…
Commodity reversal weighs on SA resources as domestic sectors hold up South African markets underperformed in June as weaker commodity prices weighed heavily on resource shares, while domestic-focused sectors proved…
Technology pressure and commodity reversal shape June markets Global markets pulled back in June after May’s rally, as easing Middle East tensions reversed the oil shock and triggered a broad…
Inflation pressures and bond resilience shape South African markets South African markets were mixed in May as local equities consolidated and resource shares came under pressure from weaker precious metals…
AI momentum and earnings strength extend global market rally Global markets extended their recovery in May as AI-related investment, strong corporate earnings and improved geopolitical sentiment supported risk appetite. Developed…
Domestic rotation supports SA market gains South African markets delivered modest positive returns in April, supported by improved domestic sentiment, rand strength and a rotation toward locally oriented assets. Equities…
Risk appetite returns as trade tensions ease Global equity markets rebounded sharply in April 2026, recovering from the prior month’s trade-driven weakness as US trade policy rhetoric eased and risk…
Risk aversion and energy pressures weigh on SA assets South African markets came under broad pressure in March as global risk aversion, higher energy prices and a weaker rand weighed…
Markets reprice as energy shock drives risk-off sentiment Global markets moved into a broad risk-off phase in March as geopolitical tensions, higher energy prices and rising yields weighed on sentiment…
