Focus on the fundamentals

Written on 08/10/2026
Jimmy Moyaha

Talya Ginsberg of Umthombo Wealth unpacks the JSE’s winners, including Sasol, as Brent crude oil prices remain above $100, a global equity sell-off and geopolitical tensions. She also looks at the stronger performance of resource stocks and the solid fundamentals underpinning government bonds, US dollar strength and the rand as markets head into the final quarter.
Read full article