Mutual Macrosolutions News Today : Breaking News, Live Updates & Top Stories | Vimarsana

They are not very optimistic about the prospects of SA s GDP recovery but asset managers are spotting opportunities in the JSE.
Some local investment and portfolio managers who didn t favour SA shares for a long time are starting to see opportunities.
They are buying shares of companies that are taking market share from peers and companies that are not affected much by SA s GDP growth.
But which assets are they ditching?
With the globe firmly within the peak of the second wave of Covid-19 infections, and a third wave on the cards for South Africa, investors who were bruised in the March 2020 market bloodbath may understandably be jittery again. Whether these subsequent waves bring another market volatility and wipe out the recovery that came later in 2020 is a big question. ....

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