The JSE and Msci Emerging markets index are highly correlated and emerging market index outperformed local equities the last 5 years. I would change the local exposure to STXEMG only. Less risk for similar performance and no "if" the local market bounces back scenarios...
I posted this graph in a post some time ago, its a year old but one can find the updated one on msci's website. I have SYGWD and STXEMG market ETF's in my portfolio with equal weighting. This makes me sleep well at night!
Hi there. I'm writing a story on Taste Holdings for Financial Mail. Does anyone on the site still hold shares in the group?
Would love to know if any of you plan to follow through on your rights in the latest rights offer.