Trading Update : 2 September 2024
Updates in the market. CrowdStrike, Naspers, Bidcorp, Italtile and others.
Trading Update : 27 August 2024
US job growth in the year through March is expected to be weaker than initially estimated, potentially leading to larger rate cuts by the Federal Reserve and a return of growth fears in the market. Meanwhile, it may be premature to shift away from growth stocks in anticipation of rate cuts, as historically growth stocks have outperformed value stocks in easing cycles.
Trading update : 20 August 2024
The latest market movements including notes on Tencent, SA Rand and the mining sector.
This week’s sector and stock focus
Sector focus: Steel
Stock focus: Pick n Pay
Trading update : 13 August
There are growing concerns about the global market selloff, with Monday’s wild market gyrations wiping out $6.4 trillion. It is unclear whether this marks the final stage of the selloff or the beginning of a prolonged slump. Read more about the market movements of the last week here.
