WisdomTree Oct 2023 Rebalance (Wed, 18 Oct)
The annual WisdomTree rebalance takes place next week Wednesday in the closing auction. Turnover on the JSE at the rebalance last year (20 Oct) was...
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Tencent Q1 FY24 Results Due, a Look into What Is Priced
Tencent is due to release Q1 FY24 results today. The earnings call is scheduled for 14:00 SAST. In this note, we unpack what is priced and how...
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Platinum Demand to Grow from 2025 Onwards
Global platinum demand has stopped falling, with industrial and chemical demand is expected to surpass autocatalyst in 2035. Though prices may...
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Funds in Focus Q4 2024 & 2024: A Better Quarter & Year for Active SA Equity Managers
During the last quarter of 2024, 55% of active SA equity funds outperformed their benchmarks. This is ahead of preceding quarter where 48% of...
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