Gielie de Swardt, head of Distribution at Sanlam Investments
By Gielie de Swardt, head of Retail Distribution at Sanlam Investments.
Global markets during 2019, and in fact 2018, have been hinging on President Trump’s tweets to find out whether to brace itself for an escalating trade war or a return to more tranquil times. At least the ban on Huawei accessing US technology has been suspended – for now – easing relations with China and bolstering China’s suppliers, including South African resources companies (SA Basic Materials were up 10.16% in June). (more…)
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