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‘Schizophrenia or rational exuberance?’

22 April 2015 | General

The schizophrenic sentiment that has historically characterised China’s equity markets has been further cemented by the extraordinary rally that has taken place over the past six months. Heading into 2015, a China ‘hard-landing scenario’ and the inevitable shockwaves it would bring to global markets would have been at, or near, the top of potential risks for many investors. Whilst a significant economic slowdown is indeed unfolding, year to date returns for the domestic Shanghai index and Hong Kong H-share index are +32.8%* and 21.3%* respectively, highlighting a stark divergence between economic performance and share price action. An obvious conclusion is that China is hyperventilating, but several recent developments suggest there may be an additional dynamic to this rally.

2015 Asia Pacific Investor Forum Snapshot

22 April 2015 | General

Whether its optimism returning to the eurozone or Australia facing the fallout of China’s slowing growth rate, change is in the air in various markets across the globe. Professionals from Franklin Templeton Investments offered their analysis on the evolving global investment climate at our 2015 Asia Pacific Investor Forum: Investment Ideas for a Changing World, held last month in Sydney, Australia. Read some of their thoughts from the event below.

Markets’ heady levels steer investors towards quality companies

22 April 2015 | General

Clyde Rossouw, portfolio manager at Investec Asset Management, shares his investment views amid high market levels and increased volatility.

Momentum Asset Management’s Money Market Fund’s rating affirmed by Fitch Ratings

22 April 2015 | General

Global ratings agency, Fitch Ratings, has affirmed the Momentum Money Market Fund an 'AA+(zaf)' National Fund Credit Rating (NFCR) and a 'V1(zaf)' National Fund Volatility Rating (NFVR). This ranking is determined in accordance with Fitch’s global bond fund rating criteria and is the highest money market fund rating in South Africa.

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Question

Do you think short-term insurance broking will survive the AI plus humanoid robotics age?

Answer

Human first always Not a chance Possibly maybe Yes, but reimagined

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