UPDATE ON MARKETS: Following the recovery in May, the FTSE/JSE All Share enjoyed another SOLID (+7.74%) month in June. Local Property stocks (SAPY) enjoyed a BIG comeback, increasing by 13.4% during June. 
2/10
After lagging behind in both April and May, Small Caps was the star performer with an 11.4% increase. Large-Caps again outperformed the JSE (+7.85%), while Mid-Caps lagged somewhat behind with +6.6% over the same period.
After lagging behind in both April and May, Small Caps was the star performer with an 11.4% increase. Large-Caps again outperformed the JSE (+7.85%), while Mid-Caps lagged somewhat behind with +6.6% over the same period.
3/10
What made JSE’s performance even more remarkable, was its outperformance in USD, again outperforming both MSCI All Country World Index (+3.2%) & MSCI Emerging Market Index (+7.4%), with a performance of 9.1% over the same period.
What made JSE’s performance even more remarkable, was its outperformance in USD, again outperforming both MSCI All Country World Index (+3.2%) & MSCI Emerging Market Index (+7.4%), with a performance of 9.1% over the same period.
4/10
Foreigners were now officially net sellers of SA Equities for 12 months in a row. Foreigners were, however, seeking higher yields in SA Bonds, being net buyers for the first time since January this year.
Foreigners were now officially net sellers of SA Equities for 12 months in a row. Foreigners were, however, seeking higher yields in SA Bonds, being net buyers for the first time since January this year.
5/10
From a sectoral point of view, both Industrials and Resources had the biggest run, mostly helped by Naspers/Prosus and Gold stocks. Financials again lagged behind, with only 3.1% growth during June.
From a sectoral point of view, both Industrials and Resources had the biggest run, mostly helped by Naspers/Prosus and Gold stocks. Financials again lagged behind, with only 3.1% growth during June.
6/10
The Price Gauge Indicator is still trading at “VALUE” levels similar to Post-2008-Crash levels.
The Price Gauge Indicator is still trading at “VALUE” levels similar to Post-2008-Crash levels.
7/10
The Rand enjoyed a MUCH better month again, improving by another 1.3% against the USD. It also outperformed all BRIC currencies during June.
The Rand enjoyed a MUCH better month again, improving by another 1.3% against the USD. It also outperformed all BRIC currencies during June.
8/10
Nothing like a bit of Greed returning back into the SA Market.
Nothing like a bit of Greed returning back into the SA Market.
9/10
Commodities were a mixed bag during June. Brent Oil was by far the biggest winner again, increasing by 16.4% in June. Gold continued its movement closer to the $1800 level, while both Palladium and Platinum lost some ground.
Commodities were a mixed bag during June. Brent Oil was by far the biggest winner again, increasing by 16.4% in June. Gold continued its movement closer to the $1800 level, while both Palladium and Platinum lost some ground.
10/10 & Final
SA Unit Trust sectors also enjoyed the recovery, with the SA General Equity Sector increasing by 4.7%, while the SA Multi-Asset High Equity Sector increased by 1.8%. The SA Multi-Asset Low Equity Sector increased by 0.3% during June.
SA Unit Trust sectors also enjoyed the recovery, with the SA General Equity Sector increasing by 4.7%, while the SA Multi-Asset High Equity Sector increased by 1.8%. The SA Multi-Asset Low Equity Sector increased by 0.3% during June.
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