SA’s market outdoes rating agencies’ outlook
The SA story ‘looks very positive in our opinion, and a good place to start building portfolios’ – Melville du Plessis from Ninety One.
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Fitch Ratings | Melville du Plessis | Moody’s Ratings | Ninety One | RSG Geldsake | wealth management
Ninety One wys op die agentskappe wat markte navolg ten opsigte van SA se waardering
Melville du Plessis, portefeuljebestuurder by Ninety One, verduidelik waarom Suid-Afrika beter geposisioneer is as wat dit op die oog af lyk.
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SA’s bond market is already pricing in an upgrade
South Africa’s bond market is signalling growing confidence in the country, says Ninety One head of SA fixed income Mokgatla Madisha, who highlights what investors need to watch next.
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Finance | Ninety One | Remgro | South Africa
South Africa’s biggest asset manager buys a big piece of Johann Rupert’s company
South Africa’s largest private asset manager, has acquired a stake of more than 5% in billionaire Johann Rupert and his family’s invesment company.
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One step forward, one step back for South Africa
South Africa’s equity market started 2026 on a strong footing, but the war in Iran erased many of the early gains in the South African equity market.
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Double blow for pension fund members in South Africa
Ninety One says that retirement fund members who have withdrawn from their two-pot funds since the start of the month will be dealt a double blow.
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And then came the war
2026 was predicted to be a great year. Globally, oil prices were low, inflation was under control, interest rates had further to fall, growth was edging upwards and equity markets were appreciating accordingly.
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Het edelmetale net gespring, of is die hoër pryse volhoubaar?
Hannes van den Berg, medehoof van SA Aandele by Ninety One, gesels oor die beweging in edelmetale.
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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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Daar is nog baie skop in kommoditeite
Dawid Heyl, portefeuljebestuurder by Ninety One, gee ’n terugblik op kommoditeite en deel sy mening oor waar geleenthede in 2026 lê.