Last week we saw a bit of a squeeze from most global markets while China takes a break for Lunar New Year. We expect much the same this week, although in the second half fortunes could change as U.S. data and the FOMC interest rate decision could turn the tide. So, to squeeze or not to squeeze… that is the question?
To squeeze or not to squeeze Read More
Trying to figure out if this bear market is about to end or not is proving rather difficult. There are signs that inflation has topped out and that Emerging Markets are leading disinflation. Odds are good that we will likely see a few more interest rate hikes, although not as aggressive as before, to give us the ‘higher for longer’ regime that has so clearly been communicated by central banks. On one side we think that the slowing easing inflation is a product of higher interest rates and global economies slowly grinding deeper into recession, while on the other side China is waking up and there can be no doubt that this is hugely positive for Emerging Markets and commodities prices in general. Will that reignite inflation, or will that merely push Emerging Markets to outperform Developed Markets as they capitalise on China waking up? Time will tell if this is truly the turning point or not, but odds are good that we are in for a strong short-squeezy kind of week.
Hello and welcome to 2023! We’re in for another interesting and intense year by the looks of things. We’ll get to putting together a full ‘expectations for the year ahead’ post in due course. For now though, we wanted to share some simple bigger picture trade ideas to kick off 2023 and shake off the cobwebs from not only our blog, but also our charting eye. We’ll get into the local market again over the weekend, but for now let’s get started with the larger markets. So, let’s get straight into it and see what the charts have to offer.
Some simple trade ideas to kick off 2023 Read More
Interactive Brokers Disclaimer:
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Herenya Capital Advisors (Pty) Ltd. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website. For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.
HERENYA CAPITAL ADVISORS (PTY) LTD is an authorised Category I and Category II financial services provider in terms of the Financial Advisory and Intermediary Services Act No. 37 of 2002 (“FAIS Act”) with FSP number 47080. A copy of our license certificate is available on request. Our physical address is 1st Floor, Block C, Eagle Canyon Office Park, Randpark Ridge, 2154. We can be contacted via email by emailing info@herenya.co.za. The information contained herein, should not be construed as advice as defined in the FAIS Act, neither does it constitute a solicitation, invitation or investment recommendation. Investors should take cognisance of the fact that there are risks involved when buying, selling or investing in any financial product. Given that value of investments will fluctuate over time and that past returns may not be indicative of future returns, an investor should seek independent professional financial, legal and tax advice relevant to their individual circumstances before making any investment decision. The validity and accuracy of any illustrations, forecasts or hypothetical data are not guaranteed and are only provided for illustrative purposes.
Copyright © 2025 Herenya Capital Advisors (PTY) LTD
We’ve received your information and will be in touch shortly. We’re excited to help you on your trading journey with Herenya.
In the meantime, check out our other pages with the drop down below:
