Schalk Louw | Mr Louwcal 🇿🇦 Profile picture
Jun 1, 2021 10 tweets 4 min read Read on X
UPDATE ON MARKETS: FTSE/JSE All Share improved by another 1.6% during May, bringing the year-to-date returns to 16.02%. SA Property stocks took a breather after a MASSIVE recovery during April by declining by 2.9% in May. The SA All Bond Index increased by 3.7% for the period.
2/9

The FTSE/ JSE All Share (+7.30%) had a much stronger month than the MSCI All Country World Index (+1.56%) again in USD-terms. The 12-month performance for the JSE in USD-terms still leads the MSCI ACWI’s performance by nearly 35%.
3/9

South African Mid-Caps dominated during May, growing by 6.16%. Large Caps and Small-Caps grew by 1.14% and 3.33% respectively.
4/9

Foreigners were net sellers of South African Equities in May, however, they were net buyers of local bonds.
5/9

From a sectoral point of view, May saw Financials dominating other sectors. Resources took a bit of a breather. Naspers/Prosus was the biggest loser again in terms of attribution (compared to Capped Swix). We also saw Industrials lagging behind market performance yet again.
6/9

Rand’s value strengthened by a whopping 5.7% against the USD again, by 3.8% against the Euro & 2.6% against the British Pound. Rand had another great performance month against the other BRICS currency movements and kept its lead in terms of performance over a 5-year period.
7/9

The US M2 Money Supply YoY growth rate was north of 20% again, putting some pressure on the US Dollar and helping Gold.
8/9

The US Dollar Index weakened in May and remained below both its 200-day and 50-day Moving Averages.

$DXY
9/9 & Final

Most commodities had a mixed month during May. Gold increased by 7.8%, while Brent increased by 3.5%. Palladium dropped from its all-time highs in April, and decreased by 5.5% during May.

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More from @SchalkLouw

Aug 1, 2023
UPDATE ON MARKETS: FTSE/JSE All Share demonstrated another impressive performance in July, outperforming the MSCI All Country World Index. JSE recorded a 4.01% increase, while South African bonds (ALBI) & the local property market improved by 2.29% and 2.3%, respectively in July. Image
2/15

The JSE experienced a significant surge in July, gaining 9.7% in USD value. Comparatively, the MSCI All Country Index had a more modest growth of 3.66%, while the MSCI Emerging Markets Index witnessed a 6.22% increase. Image
3/15

The SA Fear & Greed Index recovered and moved closer to EXTREME GREED territory during July. Image
Read 15 tweets
Nov 6, 2022
THREAD: A picture is worth a thousand words. Let's look at a few of the globe's largest #ETF's & their graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Only positive YTD #MSCI #Sector.

$IXC
2/19

#Global #CleanEnergy #ETF relative to Global #Energy shows an interesting picture.

$ICLN vs $IXC
3/19

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might be down over 1YR, but $EZA performance in USD (-15.9%) is still way ahead of both $URTH (DM -22.2%) & $EEM (EM -28.9%) over the same period.
Read 19 tweets
Jan 29, 2022
THREAD: A picture is worth a thousand words. Let's look at a few #ETF graphs & see if we can make some sense of the current market environment.

What a year it's been for #Oil & #Energy! Sharing only positive YTD #MSCI #Sector performance with #Financials.

$IXC $IXG
2/15

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA 1YR performance in USD (+9.9%) is still ahead of $EEM (-11.3%)

$URTH
3/15

#Global #Value #stocks (#ETF) recently enjoyed short-term recovery, but still got some serious catch-up to do over the longer term.

$IWVL
Read 16 tweets
Jan 1, 2022
UPDATE ON MARKETS: Happy New Year, everyone. The South African market ended 2021 with its best performance in 12 years. FTSE/JSE All Share increased by 4.8% during December, SA Property stocks increased by 7.88% in December, while SA All Bond Index improved 2.69% for the period.
2/10

FTSE/ JSE All Share (+4.03%) in USD, performed in line with MSCI All Country World Index (+4.00%), while MSCI Emerging Markets Index (+1.88%) again lagged both these indices. The 12-month performance for JSE in USD terms was also in line with the MSCI ACWI’s performance.
3/10

South African Small-Caps again dominated during December, improving by 7.33%. Both Large- and Mid-Caps also enjoyed solid returns over the same period with increase of 4.8% and 4.3%, irrespectively.
Read 11 tweets
Aug 27, 2021
#Global #ETF (thread): 26 Aug 2021

- 2020 worst perf #sectors making still leading in 2021 $IXG $IXC

- This is helping #oil producing countries with #SaudiArabia & #UAE in top5 #Country ETF YTD performers in USD $KSA $UAE

- #SouthAfrica $EZA still in top30 YTD performers
2/12

#EmergingMarkets #ETF seriously lagging #DevelopedMarkets ETF, mostly due to disinvestment from #China.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+8.2%) is still ahead of $EEM (-0.95%)
3/12

#Global #Value #stocks enjoyed short-term recovery to the end of April, but since then, $IWVL #ETF really struggled against #Quality & #Momentum. Over 1yr period it is however still the best-performing #factor, very much in its recovery phase.
Read 13 tweets
Jul 1, 2021
UPDATE ON MARKETS: BIG breather from all things SA. FTSE/JSE All Share retracted by 2.4% during June, bringing year-to-date returns to 13.2%. SA Property stocks had a great recovery, increasing 3.4%. Despite having net foreign selling pressure, SA All Bond Index increased by 1.1%
2/9

Massive underperformance by the FTSE/ JSE All Share (-6.2%) versus the MSCI All Country World Index (+1.32%) in USD-terms. The 12-month performance for the JSE in USD terms still leads the MSCI ACWI’s performance by nearly 13%.
3/9

South African Small-Caps were less affected during June, declining by only 1%. Large Caps and Mid-Caps both declined by 2.6% respectively.
Read 10 tweets

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