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

2 May
UPDATE ON MARKETS: The FTSE/JSE All Share (JSE) improved by 0.97% during April, bringing the 12-month returns to 36.4%. SA Property stocks (SAPY) saw a MASSIVE recovery during April by gaining 11.68%, while the SA All Bond Index decreased by 1.9% for the period.
2/9

The FTSE/ JSE All Share (+2.84%) had a slower month than the MSCI All Country World Index (+4.37%) in USD terms. It did however managed to outperform the MSCI EM (2.49%). The 12-month performance for the JSE in USD terms still leads the MSCI ACWI’s performance by nearly 30%.
3/9

South African Small Caps again dominated during April, growing by 5.58%. Large Caps and Mid-Caps grew by 0.62% and 2.41%, respectively.
Read 10 tweets
1 Apr
UPDATE ON MARKETS: Man! I'm glad I didn't advice investors to cash in all they're local equity investments a year ago to invest abroad. #JSE improved by 1.6% during March, bringing 12-month returns to 54%. SA Property followed by gaining 1.2%, while the SA Bonds decreased 2.5%.
Page 2/9

The FTSE/ JSE All Share (+3.82%) again enjoyed a much better month than the MSCI All Country World Index (+2.67%) again in USD terms. The 12-month performance for the JSE in USD-terms still leads the MSCI ACWI’s performance by nearly 32%. Wow!
Page 3/9

South African Small Caps again dominated during March, growing by 7.7%. Large Caps and Mid-Caps grew by 1.3% and 3.4%, respectively.
Read 10 tweets
28 Feb
Anybody feels like looking at a few #Global #ETF graphs? Or are you all sitting in front of a big fire, ready for that Sunday braai or potjie?

If there's interest, I'll be happy to show 1 graph for every like or retweet?

#MonthEnd #Markets
That's nr1 (5 likes & retweets). Nice one @RocknDad 😂- saw you sneak in both a like & retweet, but rules are rules.

#SouthAfrica dropping down to 10th in the #Country #ETF YTD rankings. #China losing the lead to #Taiwan. #Brazil new current holder of the wooden spoon.
That makes it 2.

#DevelopedMarkets (+2.5% in US$) making a bit of a comeback against #EmergingMarkets (+0.8% in US$) in February. #MSCI #SouthAfrica however outperformed both with 5.3% (in US$) over same period.

$URTH $EEM $EZA
Read 19 tweets
1 Feb
UPDATE ON MARKETS: What an eventful start to 2021. Between short-squeezes and hedge funds blowing up, volatility was definitely on the forefront during January. FTSE/JSE All Share (JSE) improved by 5.21% during January, bringing the 12-month returns to 14.51%.
2/12

South African Large Caps dominated during January, growing by 5.41%. Mid Caps and Small Caps grew by 2.59% and 3.88%, respectively.
3/12

The FTSE/ JSE All Share (+1.95%) enjoyed a better month than the MSCI All Country World Index (-0.45%) again in USD terms. The 12-month performance for the JSE in USD-terms is now only lagging behind the MSCI ACWI´s performance by 3.7%.
Read 13 tweets
30 Jan
#Global #ETF Weekly & Month-end (thread): 29 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

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

- #SouthAfrica $EZA moved into top15 YTD performers
2/12

#EmergingMarkets #ETF still storming ahead against #DevelopedMarkets ETF, still not relatively "overbought" yet, but getting close.

#SouthAfrica might need a lot of catch up, but $EZA YTD performance in USD (+0.2%) continued 2nd half on 2020 recovery against $URTH (-0.8%)
3/12

#Global #Value #stocks still making short-term recovery, with $IWVL #ETF still looking strong relatively over the short-term. Over 3yr period it is however still lagging quite substantially.
Read 13 tweets
16 Jan
#Global #ETF Weekly (thread): 15 Jan 2021

- 2020 worst perf #sector making comeback in 2021 $IXC

- This is helping #oil producing countries with #Nigeria, #UAE & #Russia in top5 #Country ETF YTD performers in USD $NGE $UAE $ERUS

- Few countries moving in red this week
2/8

#Global #Value #stocks still making short-term recovery, with $IWVL #ETF still looking very strong relatively over the short-term. Over 3yr period it is however still lagging quite substantially.

This should be interesting for this months #OrbisvsSP500 unofficial challenge
3/8

This one is worrying, but then again, it's been for some time. #Global #Tech #stocks relative to #MSCI All Country World Index is definitely creating some concern. Be very careful.

$IXN vs $ACWI
Read 9 tweets

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