Insights

South Africa's stock market has endured a challenging decade marked by sluggish economic growth, policy uncertainty, and capital flight. The advent of the GNU brought with it the prospect of political stability, and…

Chinese equities entered 2025 with positive momentum. Years of policy overhangs were finally beginning to lift. The combination of renewed stimulus, stabilising property markets, and a tech-sector rebound had…

US President Donald Trump has put tariffs aggressively back on his policy agenda in his second term, reigniting debates about America’s ability to reclaim its industrial past through protectionist policies. The…

South Africa's construction industry has endured a bruising decade. Gross fixed capital formation — a key measure of infrastructure investment — lingers at record lows. The construction sector once teemed with…

The US took centre stage again in March — but for all the wrong reasons. Instead of being the engine of global optimism, America became the main source of investor anxiety. Wall Street fell sharply, with the S&P 500…

Investors appeared to fall out of love with US tech this February and the US stock market flashed warning signs as post-election investor optimism clashed with some harsh economic and geopolitical realities. The…