Latest / The Investment Perspective, with Ninety One
#59 Is SA Inc poised for a breakout?
The JSE has delivered a standout year, led by resource names, but the real story, according to John Biccard, is only just starting. He explains why SA Inc is primed for a powerful re-rating, what the bond–equity divergence really tells us, and which sectors and stocks will dominate his portfolio as it enters 2026 with conviction.
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The skinny
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