Market Forces
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11 April 2024anemptytextllinePositive global equity momentum carried into March, which was the fifth consecutive positive month for global stocks. South Africa was the best-performing of its major EM peers in March, clawing its way back towards positive territory.
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9 April 2024anemptytextllineInterest rates in SA, the US, UK, Eurozone and China remain steady. The Bank of Japan has ended eight years of maintaining negative interest rates. The South African economy grew by a minimal 0.1% in Q4 2023, narrowly avoiding a technical recession after a contraction of 0.2% in Q3 2023.
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8 April 2024anemptytextllineMarket conditions are subject to constant change, influenced by global economic trends, geopolitical events, investor speculation and unforeseen crises. These factors influence fund performance.
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27 March 2024anemptytextllineWe delve into the upcoming Monetary Policy Committee (MPC) meeting. Despite calls for rate cuts, a careful examination reveals a need for patience amidst global economic dynamics.
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11 March 2024anemptytextllineBoth the UK and Japan moved into a technical recession in Q4 2023 after posting two consecutive quarters of negative economic growth. UK Prime Minister Rushi Sunak is under pressure to find ways to stimulate the UK economy and address the country’s cost of living crisis.
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7 March 2024anemptytextllineSA's inflation rate accelerated in January for the first time in three months, driven by higher fuel and food prices. It was 5.3% from a year earlier (inflation was 5.1% in December 2023). Britain's economy slipped into recession in Q2 2023. Japan also unexpectedly found itself in a recession at the end of 2023 and has surrendered its position as the world's third-largest economy to Germany.