JSE Mar 24 Harmonisation - Is Your Benchmark Changing?
Since the introduction of the Shareholder Weighted indices (SWIX) in July 2003, fund managers with South African equity mandates have had an array...
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JSE December 2024 Rebalance OUT to Enter Top 40, NPH to Fall Out / NPN X PRX Top Sells (Capping)
JSE indices will be rebalanced in the closing auction tomorrow. OUT will enter the Top 40 and the Capped Top 40, with NPH falling out. Naspers and...
193 Views
NPN X PRX FY24 Results: Initial Market Reaction Positive & JSE June Auction Analytics
Recap of how the market reacted to FY24 results ahead of next week. The discounts are still well off their February lows (PRX 30%, NPN 35%). Both...
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DMA | JSE June '24 Rebalance: Estimated Flows (Buys: Banks, Sells: NPN, PRX)
In this note we show flow estimates based on passive AUM tracking and hedging the Capped Top 40 SWIX (DCAP), Top 40 SWIX (DTOP & TOPI) and...
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JSE June '24 Rebalance: Top Buys (Banks!) And Sells (NPN, PRX)
On Friday, JSE indices will be rebalanced in the closing auction. There will be no constituent changes to the Top 40, FINI, FINDI, INDI or RESI...
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