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South Africa Asset Management

South Africa Asset Management
Insights Relevant to South Africa Equity Markets

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23 Dec 2024 14:49Podcast

EM Fixed Income: 'Tis the Season for Volatility

The EM Dollar Credit Market is showing divergence, with lessons learned for 2025 emphasizing the importance of politics in emerging markets over...

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bearishCrude Oil
23 Dec 2024 14:23Podcast

Global Commodities: The biggest pushback

Wall Street analysts discuss feedback and question policy on oil prices, with a consensus view for 2025 ranging from $60 to $95 amidst bearish...

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bullishTencent
23 Dec 2024 13:59

EQD | Hong Kong Single Stock Options Weekly December 16 – 20

Tencent and Baidu showing contrasting price and volatility levels with Baidu implied vol looking relatively inexpensive. Xiaomi stands out as one...

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John Ley
114 Views
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23 Dec 2024 11:30

Thematic Report: India's Nuclear Power Boom: A 2.7x Growth Story

​India's nuclear power capacity set to surge 2.7 times by 2031, creating investment opportunities for companies like BHEL, Walchandnagar & HCC .

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23 Dec 2024 11:23

China Consumption Weekly (16 Dec 2024): Alibaba, Meituan, Mixue, Green Tea

Alibaba sells Intime Department Store to Youngor. Meituan shortens delivery workers’ working hours due to sudden death cases. Mixue, the price...

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Ming Lu
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