Does AI offer growth potential beyond the hype cycle?
Despite recent market volatility and concerns about a tech bubble, the potential for AI growth goes beyond the hype cycle. With investments from major tech companies and the continued development of AI applications, there are multiple profit opportunities and long-term prospects in this evolving field.
Trading Update : 2 September 2024
Updates in the market. CrowdStrike, Naspers, Bidcorp, Italtile and others.
Trading Update : 27 August 2024
US job growth in the year through March is expected to be weaker than initially estimated, potentially leading to larger rate cuts by the Federal Reserve and a return of growth fears in the market. Meanwhile, it may be premature to shift away from growth stocks in anticipation of rate cuts, as historically growth stocks have outperformed value stocks in easing cycles.
Trading update : 20 August 2024
The latest market movements including notes on Tencent, SA Rand and the mining sector.
Trading update : 13 August
There are growing concerns about the global market selloff, with Monday’s wild market gyrations wiping out $6.4 trillion. It is unclear whether this marks the final stage of the selloff or the beginning of a prolonged slump. Read more about the market movements of the last week here.
