emerging markets | Fast News | Iran war | Markets | Rand
Emerging carry trade rebounds with real, rand among favorites
Traders are generally more positive about the rand due to the outlook for monetary policy tightening.
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Nedbank CIB advises Ethos on Vertice MedTech exit to Amethis-led consortium
Deal attracted strong international interest, underscoring the rising global appeal of African healthcare assets.
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Emerging stocks reclaim pre-war peak on Hormuz deal hopes, AI expectations
South African markets were closed on Monday due to the Freedom Day public holiday.
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African economies | Arno Daehnke | brent crude | Companies and Deals | emerging markets | Iran conflict
Higher oil prices could dent SA growth – Standard Bank
Unless the war ends very soon, elevated oil prices will start to negatively affect global inflation, then interest rates, and, ultimately growth, says Group CEO Sim Tshabalala.
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emerging markets | Fast News | Iran | Markets | Rand
Emerging-market ‘virtuous loop’ seen, despite Iran war
DoubleLine’s Bill Campbell sees attractive nominal carry and real yields in South Africa.
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Wall Street turns to ‘haven-first’ strategy amid Iran crisis
The extent of the derisking ‘is anyone’s guess’ but some warn against ‘quickly buying any dip’.
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emerging markets | fiscal stimulus | Herman van Papendorp | inflation | interest rates | SAFM Market Update
Financial market outlook for 2026: Cautiously optimistic about SA
‘I think we’ll have lower returns, still positive returns, but you’ll probably have to say that it’s not going to be as peachy as the scenario in 2025’ – Herman van Papendorp of Momentum Investments.
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AI | emerging markets | Markets | Ninety One | Rand | tech surge
Tech surge propels emerging-market stocks towards five-year high
And rand climbs to its strongest level since August 2022.
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From grey list to growth: How SA is shaping up for 2026
PSG CIO Adriaan Pask considers how to balance investment risks and rewards in what is expected to be another volatile year.
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B20 South Africa Summit | EMDEs | emerging markets | Finance and Infrastructure Task Force | G20 Leaders Summit | Standard Bank B20/G20
Africa must use more of its own resources for growth – Standard Bank chief
Pension funds and other domestic assets need to be unlocked.