Insights
10 Jun 2024
MARKETS IN A NUTSHELL — FOR MAY 2024
Investors continued to chase rainbows in May, powering world stock markets to a 4.1% gain. In the US, the leading stock indices again made new highs. The ‘Fantastic Four’ — Nvidia, Apple, Microsoft and Alphabet —…
22 May 2024
Navigating ESG Complexities in the Real World — South Africa's Looming Gas Crisis
After Eskom, Sasol is South Africa’s second-biggest polluter of greenhouse gases. The petrochemical giant faces mounting Environmental, Social and Governance (ESG) pressures to improve its greenhouse gas emissions.…
22 May 2024
Unlocking Opportunities in SA Inc. Counters
Investing in ‘SA Inc.’ companies can seem daunting, given the country’s many economic headwinds. Economic growth has been paltry for the last decade and government debt has ratcheted to its highest levels in…
07 May 2024
Markets In A Nutshell — For April 2024
Developed world equity and bond markets slumped in April on a combination of hot inflation data and slowing economic growth in the world’s biggest economy. The US has now recorded three consecutive months of…
08 Apr 2024
MARKETS IN A NUTSHELL — FOR MARCH 2024
World equity markets remained in go-go mode last month, with US bourses hurtling along at a giddy pace. The S&P 500 Index added another 3.1%, wrapping up the first quarter with a hefty double-digit gain and closing…
04 Apr 2024
Investing in China — Risks and Opportunities
China’s main Hong Kong stock market index — the Hang Seng — has nearly halved on net selling by foreign investors since its post-COVID peak. The index is trading at levels last seen 25 years ago and at valuation…