After a turbulent 2018, emerging markets are finding favour amongst investors looking for value with strong upside potential. 

This is on the back of a few major themes that should play out:  

  1. A dovish FED that is expected to only hike rates once in 2019,  
  1. EU monetary policy that will remain accommodative, 
  1. Chinese stimulus to avoid a “hard landing”, 
  1. Global growth to remain robust and 
  1. Oil staying below $60 a barrel due to record production. 

With investors licking their wounds from last year, the above should provide a tailwind for emerging markets. Investors should be targeting specific domestic shares that are leveraged for growth. 

Domestic focused companies like Bidvest, Truworths, Capitec, Adcock, Growthpoint (Yield Play), KAP and AVI. Emerging market exposure, Naspers, ABinBev (potential spinoff), and Kumba. 


Short Term Ideas 

Long Term Ideas 

Investors looking to take advantage of the stronger Rand and gain offshore exposure with limited downside should contact us as new product launches close soon. Email