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South Africa Asset Management

South Africa Asset Management
Insights Relevant to South Africa Equity Markets

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bearishMacroeconomics
22 Nov 2024 19:44Broker

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...

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ABN AMRO
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bullishCrude Oil
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...

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bullishMacroeconomics
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...

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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...

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Helixtap
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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.

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