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Investing: Time for emerging markets to take over in 2020?


Investing: Time for emerging markets to take over in 2020?

Expert from PSG Wealth sees platinum continuing its run, while base metals should hold at current levels

Karl Gernetzky

The JSE joined global indexes in having a positive 2019, but gains were concentrated in a few sectors, and foreigners sold more than R100bn worth of local stocks. PSG Wealth portfolio manager Ricus Reeders advises where investors may find both security and returns.

In the short term fear of the possible effect of the outbreak of coronavirus-related flu not only on China, but globally, has stalled the rally in markets since the start of the year. In the 2003 outbreak [of Severe Acute Respiratory Syndrome] a similar outbreak was contained and proved to be a great entry point as markets fell, specifically to the Chinese market. It will be a couple of weeks before a clearer picture emerges but should it be favourable I believe the scenario that’s been unfolding, with a geographic shift from developed to emerging markets, should continue.

Is there an element of caution among SA investors that is being seen in volumes of trade so far this year?..

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