August, 2023 - Swaraj Finance

Between the late 1980s and the global financial crisis of 2008 the Chinese stock market, as represented by the Hang Seng index, grew more than 15 fold as China opened up to global trade, becoming the manufacturing hub of the world with its relatively cheap labour market. China, today, is...

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By Swaraj Finance, 2 years23 August 2023 ago

Portfolio Insights

Monthly Update – August 23

Highlights This month saw the energy sector of the portfolio perform well on a rally in the oil price. Strength in the dollar and interest rates however put continued pressure on the precious metals miners which took a bit of a hammering. This, however, presents opportunity in our opinion and,...