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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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23 Jul 2024 10:00
China Economics: Third Plenum Fails To Move The Dial Despite Growth Headwinds
Beijing refrained from using the Third Plenum as a pivot point for more forceful policy support, suggesting that sluggish growth will likely remain...
Manu Bhaskaran
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14 Views
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bullish
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Crude Oil
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23 Jul 2024 07:15
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Syndicated
The Return of La Niña // CTA Positioning Update
CTA Positioning Update The latest CTA picture by UBS shows that managed money is currently maxed long coffee and oil and max short corn, soybeans...
The Commodity Report
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34 Views
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bullish
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Copper
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23 Jul 2024 00:02
Energy Cable: More pain to come in copper, while Nat Gas is a long trade?
Take aways: China will flood markets with copper supplyCopper har decoupled from macro fundamentals according to our PCA toolIt’s a tuck or war...
Steno Research
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97 Views
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bullish
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Thematic (Sector/Industry)
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22 Jul 2024 20:04
Mapping Indian Market Performance Around Past 10 Budgets
FM Sitharaman to present Union Budget for FY 2024-25 on July 23rd. Analysis of Sensex and Nifty movement, best and worst performing sectors on...
Sudarshan Bhandari
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158 Views
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bullish
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Macroeconomics
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22 Jul 2024 18:17
The Week At Glance: A look at US Cycle indicators. You sure consensus is right?
Welcome to the “Week at a Glance,” where we examine the key releases and themes for the week ahead through the lens of macro trading. China has...
Steno Research
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129 Views
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