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UPDATE ON MARKETS: Much better month for SA market indeed. FTSE/JSE All Share ended month 3.3% positive in Rand-terms. This brings the full 2019-year return in Rand to 12.1%. SA Property bucked local equity market’s trend, losing 2.1%. Local Bonds improved 1.9% over same period. 
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Mid-Caps was again the star performer in December, increasing by 4.7%. Large Caps also outperformed the JSE with a monthly return of 3.7%, while Small-Caps only improved by 0.2% over the same period.
Mid-Caps was again the star performer in December, increasing by 4.7%. Large Caps also outperformed the JSE with a monthly return of 3.7%, while Small-Caps only improved by 0.2% over the same period.
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What made performance even more extraordinary was that JSE outperformed MSCI All Country World Index (ACWI) significantly by 4.5% in USD during December & 0.6% against MSCI Emerging Market Index (EM). This however wasn’t enough to help outperform ACWI/EM over full 2019
What made performance even more extraordinary was that JSE outperformed MSCI All Country World Index (ACWI) significantly by 4.5% in USD during December & 0.6% against MSCI Emerging Market Index (EM). This however wasn’t enough to help outperform ACWI/EM over full 2019
UPDATE ON MARKETS: Interesting month indeed. Although JSE ended November down 1.8% in ZAR, this was mainly due to Rand strength, while it actually improved 1.3% in USD. This brings YTD returns in ZAR to 8.5% & 12mth returns to 13.1%. SA Property increased 0.8%. Local Bonds flat.
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Mid-Caps was again the star performer in November, increasing by 0.6%. Large Caps decreased more than the JSE with -2%, while Small-Caps lost 1.2% over the same period.
Mid-Caps was again the star performer in November, increasing by 0.6%. Large Caps decreased more than the JSE with -2%, while Small-Caps lost 1.2% over the same period.
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The FTSE/JSE All Share also underperformed against the MSCI All Country World Index by 1.2% in USD-terms during November, but did however outperformed against the MSCI Emerging Market Index (-0.14%).
The FTSE/JSE All Share also underperformed against the MSCI All Country World Index by 1.2% in USD-terms during November, but did however outperformed against the MSCI Emerging Market Index (-0.14%).
First quarter of 2019 done & dusted. Although $JALSH increased by 7.97% YTD, avg return of all $JTopi stocks, for example (+1.37%), paints a totally different picture. Local Property took another beating in March, with $SAPY losing a further 1.46% of its value during the month.
Part 2 - Most of the performance came from Large Caps (up 8.45% YTD), with Mid Caps only growing by 2.76% over the same period, while Small Caps lost a further 3.41% in 2019 thus far.
Part 3 - Foreigners were net buyers of SA Equities in March. This was the first time since June 2018 that they were not net sellers.
