EM Steel: Gaining Strength
The Steel industry group is building momentum. The turnaround started in April of last year after a severe drop post COVID, but it is far from...
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EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
723 Views
Iron Ore: Hanging By A Thread At 100 USD/Ton, When Will Massive Restock At Ports Reverse?
Elevated port and mill inventories, along with soft apparent Chinese demand, weigh on iron ore. Nevertheless, we identify value in Fenix Resources...
261 Views
JSE Sep ‘25 Rebalance: GLN Expected to Enter Top 40, APN to Fall Out
M. Aug ‘25 Rebalance: SSW to enter SA, ACWI / APN, KIO & WHL exiting. Last night, the price snapshot was taken for the JSE September 2025 rebalance.
429 Views
Funds in Focus Q4 2024 & 2024: A Better Quarter & Year for Active SA Equity Managers
During the last quarter of 2024, 55% of active SA equity funds outperformed their benchmarks. This is ahead of preceding quarter where 48% of...
348 Views