Latest / The Investment Perspective, with Ninety One
#52 Climbing the wall of worry – on market momentum and hidden value
Stock markets at home and abroad have soared this year, but not all sectors are sharing in the gains. From the resource-heavy rally on the JSE to the dominance of tech in the US, Hannes van den Berg unpacks the narrow leadership behind record highs and where overlooked value may lie.
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The skinny
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