March 12, 2024
Navigating JSE delistings as an investor
While the phenomenon of stock market delistings is not only restricted to South Africa, the picture locally appears to be acute. The Johannesburg Stock Exchange has seen the number of listings more than halving from 616 in 2000, to just 284 at the end of 2023.
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March 11, 2024
Could deflation end up being good news for Chinese equities?
Bad economic news could eventually become good news for Chinese equities if the rising risk of outright deflation prompts the authorities to take more aggressive fiscal and monetary action.
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March 11, 2024
Headwinds and tailwinds
In this weeks investment note, Old Mutual Wealth Investment Strategist, Izak Odendaal, discusses South Africa's 2023 GDP, highlighting economic challenges like power cuts and logistics bottlenecks. Despite headwinds, prospects improve with declining inflation and potential infrastructure reforms.
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March 11, 2024
Interest rates down but the era of free money appears over
As interest rates potentially decline, the era of easy money seems to wane. Amid global economic slowdown concerns, investing in resilient companies becomes crucial, offering stability and dividends in uncertain times.
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March 7, 2024
Local CIS portfolios grow assets under management to new record levels
Sunette Mulder, a senior policy adviser at ASISA, reports on South Africa's Collective Investment Schemes (CIS) industry's record-high assets under management, market performance, investor trends, and offshore portfolio developments in 2023.
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March 7, 2024
Building a talent pipeline, year after year
At M&G Investments, we are dedicated to increasing the numbers of talented individuals in South Africa’s financial services industry and cultivating and nurturing that talent. One of our key initiatives is the M&G Investment Analyst Graduate Programme, which was launched in 2021.
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