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China: Tailwinds persist despite trade turbulence

China: Tailwinds persist despite trade turbulence

24 April 2025 | General

Chinese equities entered 2025 with positive momentum. Years of policy overhangs were finally beginning to lift. The combination of renewed stimulus, stabilising property markets, and a tech-sector rebound had markets pricing in a turning point.

Macroscope: Trade shock accelerates China’s strategic pivot

Macroscope: Trade shock accelerates China’s strategic pivot

23 April 2025 | General
Investment Perspectives – Q1 2025 shows signs of global economic weakness amid trade fragmentation

Investment Perspectives – Q1 2025 shows signs of global economic weakness amid trade fragmentation

22 April 2025 | General

The global economy showed resilience in 2024, but signs of weakness are emerging against a backdrop of slower growth, persistent inflation, and an uncertain policy environment, according to the OECD’s latest Interim Economic Outlook.

SARB monetary policy review: Caution amid global risks

SARB monetary policy review: Caution amid global risks

22 April 2025 | Economy

Momentum Investments have released their macro research note titled “SARB monetary policy review: Caution amid global risks” prepared by the Momentum Macro Research Team.

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Navigating Uncertainty: The South African Rand (ZAR) Outlook

Navigating Uncertainty: The South African Rand (ZAR) Outlook

17 April 2025 | Economy
From the GFC to Trump’s tariffs: What lessons can retirees learn from crises?

From the GFC to Trump’s tariffs: What lessons can retirees learn from crises?

16 April 2025 | General
Diversification, (un)correlation and long-term returns: The case for insurance-linked securities

Diversification, (un)correlation and long-term returns: The case for insurance-linked securities

15 April 2025 | General
House View Positioning Update

House View Positioning Update

14 April 2025 | Economy
The Deluge and the Delusions

The Deluge and the Delusions

14 April 2025 | General
Looking through the noise

Looking through the noise

14 April 2025 | General
Traversing the Trump tariff tornado

Traversing the Trump tariff tornado

10 April 2025 | General
Could the “R” word rear its ugly head soon?

Could the “R” word rear its ugly head soon?

09 April 2025 | Economy