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South Africa Asset Management
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South Africa Asset Management
Insights Relevant to South Africa Equity Markets
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bearish
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Macroeconomics
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22 Nov 2024 19:44
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Broker
Key views Global Outlook 2025
The return of president Trump to the White House is likely to mean a significant rise in US import tariffs in 2025 China will bear the brunt, but...
ABN AMRO
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56 Views
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bullish
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Crude Oil
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22 Nov 2024 18:29
[ETP 2024/47] WTI Rises on Ukraine-Russia Tensions; Henry Hub Jumps on Cold Weather Forecasts
US crude and gasoline inventories increased more than expected. Exxon's PT increased while Halliburton's was lowered. Aramco and Sinopec started...
Mint Finance
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218 Views
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bullish
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Macroeconomics
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22 Nov 2024 16:57
Positioning Watch – The Herd Behavior Strikes Back!
Hello everyone, and welcome back to our weekly positioning watch. Main Takeaways:The energy bet is starting to look compelling. Oil positioning is...
Steno Research
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81 Views
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bearish
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SGX Rubber Future TSR20
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22 Nov 2024 16:00
Malaysian NR Scene In Sept Nothing To Cheer About
September 2024 saw Malaysian natural rubber production suffering a significant fall while Ivory Coast’s share in imports plummeted side by side...
Helixtap
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97 Views
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bullish
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Thematic (Sector/Industry)
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22 Nov 2024 13:28
Thematic Report: AI Wave- Big Tech's Spending Spree
Big Tech companies like Microsoft are seeing massive revenue growth from AI, with projections of $10 billion in AI revenue by next quarter.
Sudarshan Bhandari
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