Hi All... There are loads of reports out there... but we expect that US Interest Rates will go up (sooner rather than later, despite the IMF plea). EU Interest Rates may remain low for a little longer? Japan / China? SA rand is tanking, Oil Price stabilising... Can we look at some of these scenarios and make an educated consideration for the impact on the JSE (even by sector or stock), Gold Price, etc.
US bonds going down, interest rates up, and stock markets rerating downward. That's about it. No end of the world scenario here. All share not going to give back what it did previous years, so expect a consolidated view towards the end of the year.