June 9, 2025
China’s misunderstood advantage is key to unlocking value in a low-growth world
Despite global scepticism, China is rapidly innovating across AI, semiconductors, EVs, and robotics. Foord’s Jing Cong Xue unpacks why investors are undervaluing China’s tech-driven growth—and why this mispricing could present one of today’s most compelling investment opportunities.
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July 10, 2025
The Stock Market is not the Economy
Despite sluggish economic growth, the JSE All Share Index reached record highs. Izak Odendaal unpacks why markets can rise even as economies falter—highlighting global shifts, policy changes, investor sentiment, and a renewed outlook for South African equities.
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June 9, 2025
Build environment an emissions heavy hitter
Tom Walker of Schroders explores how sustainable real estate, addressing emissions and social impact, drives strong financial returns. By integrating innovation, refurbishment, and data-driven strategies, sustainable properties deliver higher occupancy, lower costs, and resilience—transforming environmental responsibility into portfolio growth.
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July 3, 2025
Low growth doesn’t mean no growth: Three standout local equity stories
Despite South Africa’s economic headwinds, Foord Asset Management sees long-term value in overlooked equities. At its latest webinar, Portfolio Manager Wim Murray spotlighted Capitec, Tiger Brands and WBHO as examples of market share winners, self-help stories and last-man-standing opportunities.
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July 10, 2025
How investors can strategise for consistent and thoughtful investments
PSG Wealth CIO Adriaan Pask warns that speculation and overreach—fueled by trading apps and leveraged products—are eroding investor discipline. He urges a return to long-term, goals-based plans and highlights patience, research, and risk awareness as essential to lasting success.
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June 20, 2025
Global slowdown and US-SA tensions put SA growth at risk
Citadel Chief Economist Maarten Ackerman warns that Trump’s tariff policies and strained US-SA relations are increasing recession risks. He urges urgent local reforms to boost growth, warning that SA's economy faces major headwinds amid global uncertainty and declining demand.
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