RisCView: November 2022
Monthly performance ranking of investment products.
Market Commentary: December 2022
Market Commentary: December 2022 Global Market Themes: Central Banks continue their fight against inflation and global growth continues to slow Chinese economic reopening buoys Chinese equities despite unclear path ahead New UK Prime Minister helps stabilise UK...China Market Commentary: December 2022
China Market Commentary: December 2022 Here are this month’s highlights:The direction of Covid policy is now very clear, and a full reopening scenario is upon us.The government has stepped in to provide support to the all-important property sector.We think China is...Market Commentary: November 2022
Market Commentary: November 2022 Global Market Themes: US CPI Inflation surprises to the downside, catalysing a risk-on rally Federal Reserve likely to slow pace of interest rate increase going forward China reopening narrative boosts global risk appetite Economic...China Market Commentary: November 2022
China Market Commentary: November 2022 Here are this month’s highlights: The recent Covid-related protests in multiple cities suggest that volatility will persist in the near term. China has more STEM graduates than India, the US, Russia, Iran, Indonesia and Japan...RisCView: October 2022
Monthly performance ranking of investment products.
Market Commentary: October 2022
Market Commentary: October 2022 Global Market Themes: Narrative of global slowing in place of interest rate hikes buoys risk assets Third quarter company earnings in line or better than expected, supporting equities Appointment of new prime minister provides...China Market Commentary: October 2022
China Market Commentary: October 2022 Here are this month’s highlights:The Hong Kong’s Hang Seng Index fell by 6.4% on the Monday after the new Politburo Standing Committee was announced at the Chinese Communist Party Congress. The Golden Dragon Index of US-listed...RisCura – SAVCA Private Equity Performance Report: South Africa Q1 2022
We are pleased to release the December 2021 edition of the RisCura – SAVCA South African Private Equity Performance Report. This report tracks the performance of a representative basket of South African private equity funds and is published quarterly. The...RisCView: September 2022
Monthly performance ranking of investment products.