Feb Rebalance - JSE Auction Analytics (SA Upweighted in ACWI and EM)
Indices were rebalanced in the closing auction last week Thursday. Turnover on the JSE for the day was R25.6bn, R12.9bn traded in the closing...
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OceanaGold Philippines IPO - Updated Thoughts on Valuation - Too Expensive Even at This Price
OceanaGold Philippines (OGP PM) is looking to raise up to US$106m in its Philippines IPO. In this note, we share our updated thoughts on valuation.
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JSE Mar 24 Harmonisation - Is Your Benchmark Changing?
Since the introduction of the Shareholder Weighted indices (SWIX) in July 2003, fund managers with South African equity mandates have had an array...
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EM Metals and Mining: Active Fund Ownership Surges to 7-Year High
Surging fund inflows have pushed average holding weights in Metals and Mining stocks to their highest allocation in over 7 years.
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Screening for GEMs: April 2024
This insight provides an overview of our, machine learning-driven, proprietary GEM screening model, based on a Multifactor model, a Deep Neural...
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