by cfm_admin | Nov 28, 2025 | Weekly Wrap
GLOBAL RISK APPETITE FAVOURS EMS Emerging markets (EMs) have posted one of their strongest years in recent memory. EM equities have returned over 28% in dollar terms year-to-date, just under double the S&P 500’s gains and net inflows into EM exchange-traded...
by cfm_admin | Nov 21, 2025 | Weekly Wrap
NVIDIA DELIVERS WHILE FED EQUIVOCATES This week, markets navigated two competing narratives that will shape their positioning through to the year-end. Semi-conductor chip manufacturer Nvidia’s earnings have highlighted market concerns over artificial...
by cfm_admin | Nov 14, 2025 | Weekly Wrap
MTBPS SIGNALS TURNING POINT FOR SOUTH AFRICAN ASSETS South Africa’s Medium-Term Budget Policy Statement (MTBPS), delivered on 12 November, has provided fresh momentum to local financial markets, with Finance Minister, Enoch Godongwana, confirming fiscal...
by cfm_admin | Nov 7, 2025 | Weekly Wrap
EQUITY RESILIENCE AMID AI FRENZY The United States (US) third quarter 2025 earnings season has delivered a robust performance for the S&P 500, underscoring corporate America’s adaptability in an environment tempered by geopolitical and tariff uncertainty,...
by cfm_admin | Oct 31, 2025 | Weekly Wrap
TRUMP’S ASIA TOUR DELIVERS MIXED TRADE BREAKTHROUGH There is a lot of activity on the global economic stage. The United States (US) is going through its second longest government shutdown in history, global geopolitical tensions are still high and trade...
by cfm_admin | Oct 24, 2025 | Weekly Wrap
BEYOND THE HEADLINES: MAPPING THE REAL IMPACT OF US-CHINA TRADE RESTRICTIONS The current standoff between Washington and Beijing extends beyond headline tariff figures. China’s rare earth export controls and the United States’ (US’s) threatened software...
