Market Watch for March 2025
SA markets gained 3.6% in March 2025, driven by mining stocks, as global volatility underscored the value of diversification.
Category Uncategorized
Market Update
The recent US tariff increases are causing major disruptions in global trade and markets, with far-reaching economic implications.
Market Watch for February 2025
SA markets were mixed in January, while global markets were volatile, emphasising diversification.
Market Watch for January 2025
SA markets were mixed in January, while global markets were volatile, emphasising diversification.
Market Watch for December 2024
South African equities rose 13.4% in 2024, while global markets were led by US tech stocks, and a cautious approach is warranted for 2025.
Market Watch for November 2024
November markets saw US equities surge on pro-growth optimism, while SA equities lagged, bonds strengthened, and retail stocks outperformed despite global headwinds.
Trump Administration’s Policies Strengthen the US Dollar
Global markets are closely watching the incoming Trump administration to anticipate its potential economic impact.
Navigating Trump’s Return to the White House
Trump's return brings new market risks and opportunities; a diversified, fundamentals-driven approach is key to navigating upcoming volatility.
Market Watch for October 2024
October’s market turbulence saw global equities and bonds decline amid economic uncertainty and rising yields, with South African assets showing resilience despite profit-taking pressures.
Market Watch for September 2024
September 2024 was characterised by a positive wave of sentiment, driven by rate cuts, stimulus measures, and improved economic indicators.
