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12 Dec 2023

Despite Resources Underperforming, Will The South African Market Be Up 20%+?

Foord South Africa Chief Investment Officer Nick Balkin shares that despite resources sector coming under pressure, the South African equity market could be up more than 20% in 2024 during the recent ‘What’s in store for 2024' webinar. He explains the opportunities in not only in the Chinese consumer market, but also in the internet companies. And highlights companies such as Tencent as key drivers of growth, complemented by the South African incorporated stocks, which he believes will contribute significantly to this positive outlook.

The material in this podcast is provided for information purposes and does not constitute financial advice. Past performance is not necessarily a guide to future performance, and the value of investments may go up or down. For more information about our fund range and our terms and conditions, please visit Foord's website at www.foord.co.za

Insights

09 Jul 2025

MARKETS IN A NUTSHELL — FOR JUNE 2025

In our monthly podcast, ‘Markets in a nutshell’, Linda Eedes breaks down the key market trends of June. From the sharp recovery in US equities to emerging markets leading the charge, Linda unpacks the impact of…

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07 Jul 2025

South Africa at a Crossroads: Power, Policy and Potential

The past year has seen political shifts, economic challenges, and growing pressure for reform but South Africa's greatest strength may lie in what remains possible. In our latest podcast, portfolio manager Nancy…

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