Investec Investec Focus Radio SA

Macro Monday Ep 100: A year when valuations mattered

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In the first episode of Macro Monday for 2026, our Chief Investment Strategist Chris Holdsworth looks at market performance over the last year. While US equities added 18% in 2025, it lagged behind global equities (up 23%) and an array of countries, including South Africa. One of the top-performing currencies last year was the rand, which benefited from improved fundamentals and a weaker US dollar.
12 Jan English South Africa Business · Investing

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