Adriaan Pask, CIO at PSG Wealth says that while markets remain inherently unpredictable, understanding the lessons of the past can arm investors with invaluable insights to navigate the twists and turns of the financial landscape.

Mergers and Acquisitions (M&A) in South Africa are set for a resurgence in 2024, buoyed by easing interest rates and declining inflation. Key sectors like mining and energy, driven by the demand for future metals and international diversification, will lead the charge amidst global economic shifts.

At the midpoint of 2024, global markets show resilience despite lingering risks. US economic strength leads, supported by robust consumer spending and moderate inflation. In South Africa, political shifts pose volatility, yet economic policies signal gradual improvement and potential for asset class returns.

Philipp Wörz of PSG Asset Management sees attractive opportunities in Chinese and Hong Kong markets despite geopolitical and economic concerns. PSG recently added Hong Kong-listed holdings to its global funds.

Despite economic challenges, ATIDI posted record financial results for 2023, with profits up 205% to USD 69.1 million. Their AGM, themed "Empowering tomorrow, enabling investment," highlighted their resilience and strategic growth.

Izak Odendaal from Old Mutual Wealth highlights the recent rally in South African assets under President Cyril Ramaphosa's Government of National Unity. Discover the potential economic boost, improved investor confidence, and key reforms fostering optimism despite previous setbacks.