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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

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05 Feb 2026

MARKETS IN A NUTSHELL — FOR JANUARY 2026

January started with a geopolitical bang, and the world’s risk premium rose - forcing markets to price a world in which alliances appear more transactional and institutions more exposed to politics. In this month’s…

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04 Feb 2026

MARKETS IN A NUTSHELL — FOR JANUARY 2026

January was a stark reminder for investors that geopolitics is more than background noise. The year started with a geopolitical bang and the world’s risk premium rose. Markets advanced through much of the month,…

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