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...
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Aug 24 Indices Rebalance: Brazil Takes the EM Flow, SA & China Downweighted Again (Tencent)
Aug 24 Indices Rebalance: Brazil was the largest beneficiary of passive flows at the rebalance last Friday. South Africa and China were...
373 Views
DMA | JSE June '24 Rebalance: Estimated Flows (Buys: Banks, Sells: NPN, PRX)
In this note we show flow estimates based on passive AUM tracking and hedging the Capped Top 40 SWIX (DCAP), Top 40 SWIX (DTOP & TOPI) and...
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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...
400 Views
NPN X PRX Discount Update + Key Takeaways H1 FY24 Results
Naspers and Prosus reported H1 FY24 results last week Wednesday before the open. No major surprises, all three discounts closed slightly lower.
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