DMA ONE: JSE December ‘23 Rebalance Rankings
The Week Ahead, NPN x PRX discount update post Tencent results, trading statements released after close yesterday. We do not expect any constituent...
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Inflation Peaking?; ACWI, ACWI Ex-US Near Support; Many Bottoms-Up Stock Recommendations
We're starting to see signs that inflation is peaking, as commodity prices have pulled back substantially or are breaking, and the Energy $XLE and...
501 Views
Cautiously Optimistic Following Downtrend Reversals; Japan Continues to Lead; Bottoms-Up Stock Rec's
The bear market rally that we were on watch for started last week, confirmed by the bullish reversals on the DAX, Hang Seng, MSCI China $MCHI, and...
465 Views
South African Banks: Opportunities and Risks
South African bank shares have performed well of late, underpinned by commodities narrative. They remain quite highly rated though long-term the...
166 Views
Nedbank: Castigation Towards Junk
South Africa continues to face well-documented challenges and risks. In their earnings presentation earlier this month, beleaguered lender Nedbank...
317 Views