South African Market Commentary: August 2026
Resources lead local gains as inflation eases and growth pressures persist South African equities strengthened in August, led by a sharp rally in resource shares as gold and platinum prices…
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RisCura's Investment Research team
Global Market Commentary: August 2026
Earnings strength supports markets as policy and geopolitical risks return Global equities advanced in August as strong corporate earnings supported markets through much of the month. Sentiment became more cautious…
South African Market Commentary: July 2026
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…
Global Market Commentary: July 2026
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…
South African Market Commentary: June 2026
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…
Global Market Commentary: June 2026
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…
South African Market Commentary: May 2026
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…
Global Market Commentary: May 2026
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…
South African Market Commentary: April 2026
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…
Global Market Commentary: April 2026
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…
