February 10, 2025
100 days of GNU, 200 days without loadshedding – can investor optimism last?
Linda Eedes and Wim Murray from Foord Asset Management provide a cautiously optimistic outlook on South Africa's economic environment and local equities, noting the impact of political stability, improved energy reliability, and economic indicators trending favourably in 2024.
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February 10, 2025
Trumponomics 2.0
Izak Odendaal, Old Mutual Wealth Investment Strategist, provides an in-depth analysis of the potential economic and market implications of a Trump presidency. He covers key areas like trade, immigration, taxation, and monetary policy.
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December 16, 2024
Trump victory spells trouble for the Rand and BRICS allies
Donald Trump's significant victory has caused notable volatility in the South African rand, which has lost up to 2.5% of its value, trading at R17.82 by midday today. This could lead to increased currency volatility and trade uncertainty in the future.
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November 21, 2024
Investment success isn’t as clear-cut as just following the Fed
While South Africa has faced economic challenges, Adriaan Pask, CIO at PSG Wealth believes the idea that local equity investments should be avoided in favour of rand-hedge or offshore stocks is flawed.
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December 3, 2024
2024 US election outcome: implications for investors
Markets have responded to Donald Trump's election victory by anticipating pro-growth policies and higher inflation. Schroders' experts share their longer-term views on what his return to office will mean for the US economy and world trade, global equities, fixed income and the energy transition.
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December 16, 2024
African exporters gain ground in China’s vast economy at 2024 CIIE
African businesses across various sectors face significant hurdles when attempting to engage in international trade, particularly with markets as complex and dynamic as China. From navigating intricate regulatory requirements and managing language barriers, to dealing with currency conversion challenges, the obstacles can seem overwhelming.
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