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South Africa Asset Management

South Africa Asset Management
Insights Relevant to South Africa Equity Markets

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bearish•Iron Ore
•05 Dec 2025 19:55

Iron Ore Rally Stretches Thin as Technicals Flash Pullback Risk

Simandou flows and softening mill output collide with overextended momentum, setting the stage for a test of the market’s recent resilience.

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•05 Dec 2025 13:23

Weather Portends Both Hope and Concern in Southeast Asia in Dec

Highlights ENSO Conditions to be Neutral to Negative, But Not Falling to La Nina Session at COP30 Focuses on Smallholders in Climate...

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Helixtap
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bullish•Gold
•05 Dec 2025 13:15•Podcast

Why The Mining Boom is Just Beginning (Hedley Widdup)

Central banks purchasing gold as a diversification strategy has historically influenced gold prices and tightens the market, contributing to the...

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bullish•Macroeconomics
•05 Dec 2025 09:29•Syndicated

Walker’s Weekly: Dr. Jim's Summary of Key Global Macro Developments - 5 Dec 2025

United States shows deepening slowdown with weak ISM manufacturing, falling employment, and declining private payrolls, signaling rising...

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bearish•Crude Oil
•05 Dec 2025 09:09

Oil futures: Crude touches weekly highs on geopolitical tensions

Crude oil futures on Thursday were climbing higher, as benchmarks maintained the firmer start to December, albeit amid conflicting signals...

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