RisCura

In this week’s newsletter Brooke L. dives into three critical themes shaping our world: ???????????????????? ??????????????: Highlights from the 16th IHS Affordable Housing Conference, where industry leaders tackled issues like rental property innovation and green development bonds. Vanessa Murray of Nedbank shared insights on bridging South Africa’s demand-supply gap and making green building standards a norm. ?????????????????? ????????????????????????????: South Africa’s Minister of Education, Siviwe Gwarube, pledged to eradicate pit toilets in schools by March 2025, marking a key step towards achieving SDG 6 (clean water and sanitation for all). ?????????????? ????????????: The G20 summit in Rio emphasised global collaboration on climate finance, poverty reduction, and taxation reform, with South Africa championing an agenda for sustainable development ahead of next year’s summit. For more insights, read the full newsletter below ?? #RisCura #InvestWithCare #ResponsibleInvesting #AffordableHousing #EducationForAll #ClimateAction #ESG

China’s equity market revealed contrasting trends among different stock segments in October. Small-cap stocks continue to outperform large-cap stocks while major indices, which are primarily dominated by large-cap stocks, all experienced corrections. Market sentiment fluctuated between optimism and caution, as onshore "hot money" flowed into the market, while some institutional investors remained on the sidelines, waiting for further policy clarity. Read our China insights report for a full analysis: https://lnkd.in/d8DZG33K #China #MarketInsights #InvestWithCare?

As the US presidential election drew closer, markets showed signs of caution. Major indices fell, reflecting the economic uncertainty and caution. Meanwhile, growth in South Asia is expected to exceed earlier projections at 6.4% for 2024, and China announced new fiscal policy measures to support its economy. This year's BRICS Summit highlighted cooperation on infrastructure, energy, and expanding the BRICS alliance. ?????? ????????????????????: > How markets turned cautious as the US presidential election approached.? > Major indices fell, reflecting the economic uncertainty and caution.? > US core inflation rose whereas the general inflation rate was lower overall.? > The BRICS summit welcomed new members and indicated advanced unified payment system plans. Read more on our Global market commentary here: https://lnkd.in/d9AfWb2j Stay informed – subscribe here https://lnkd.in/e6tjyJxW??for insightful perspectives from the RisCura Global Commentary. #GlobalMarkets #RisCura #InvestWithCare?#MarketChallenges #FinancialMarketNews?

South Africa’s financial markets started Q4 on a subdued note with the FTSE/JSE SWIX Index down by 0.9% and the All Property Index falling by 2.7%. The rand also weakened, depreciating by 2.6% against the US dollar and 1.6% against the pound, following concerns over the country’s fiscal outlook after the Medium-Term Budget Policy Statement (MTBPS). The statement revealed wider budget deficits and rising debt, impacting market confidence. SA’s inflation fell to 3.8%, the lowest level since March 2021, driven by lower fuel prices. This has raised expectations for a potential interest rate cut in the upcoming SARB MPC meeting. ?????? ????????????????????:?? > How the rand weakened after the Medium-Term Budget Policy Statement (MTBPS), showing concerns about fiscal stability.? > The MTBPS projected wider budget deficits and increased debt levels over three years.? > SA’s inflation fell to 3.8%, the lowest level since March 2021.? > An interest rate cut is expected at the November SARB Monetary Policy meeting.?? > The International Monetary Fund (IMF) raised growth forecast for 2024 to > 1.1% yet remains cautious about unemployment rates. Read more on our SA market commentary here: https://lnkd.in/dVCQa4Ck Stay informed – subscribe here https://lnkd.in/e6tjyJxW??for insightful perspectives from the RisCura South African Commentary.?? #RisCura #InvestWithCare?#SouthAfricanMarket #MarketUpdate?

We’re delighted to share that RisCura Alternative Investment Services has been recognised as the ???????? ???????????????? & ???????? ????????????????: ?????????????? ???????????? at the prestigious Africa Global Funds (AGF) Service Providers Awards, held at the Mount Nelson, A Belmond Hotel in Cape Town. This accolade reflects our steadfast commitment to delivering exceptional research and data solutions in the private equity sector. We were also honoured to be finalists in the Best Independent Advisory Firm: Pan-Africa and Best Independent Advisory Firm: South Africa categories, a testament to our dedication to excellence across the continent. A special thank you to Cami Mbulawa CA (SA), Daiyaan Edwards CA(SA), Touseef Banderker CA(SA), and Kevin Mabedlhe for representing RisCura at the awards and showcasing the expertise and professionalism our clients have come to expect. Thank you to our clients and partners for your trust and support – this achievement belongs to you as much as it does to our team. We’re excited to continue delivering world-class insights and services to meet your needs. #AGFAwards #PrivateEquity #ResearchExcellence #RisCura #AlternativeInvestments #InvestWithCare

We are now on Day 5 of COP29, where 144 countries and numerous stakeholders are navigating the complex task of uniting diverse priorities to address climate change. This year's discussions include a crucial focus on carbon market regulation under Article 6.4 of the Paris Agreement, a framework with the potential to unlock significant investment in global emissions reduction projects. ?????? ??????????????????: > How can carbon credits ensure integrity? > Will carbon markets drive meaningful climate action or act as a loophole for big polluters? > Could South Africa leverage its competitive advantage to attract climate investment? Dive into this week’s newsletter to explore the implications of COP29’s carbon market announcements and their potential impact on sustainable development. Read the full newsletter by clicking below. #COP29 #ClimateFinance #CarbonMarkets #ResponsibleInvestment #Sustainability #RisCura #InvestWithCare

Do you want to make an impact in the finance and compliance field? We’re hiring for an ???????????????????? ???????????????????? ?????????????? in Cape Town. This permanent role involves providing regulatory compliance services to clients, including delivering Regulation 28 and Regulation 30 reports. Ideal candidates will have 1- 4 years of relevant experience and a Bachelor’s degree in Finance, Accounting, or a related field. Click the link to apply: https://lnkd.in/dg3zCm_r #RisCura #InvestWithCare #InvestmentCompliance #CareerOpportunities

?????????????????????????? ?????????????? ?????????????? ?????????? ???? ?????????? With COP29 just around the corner, the stage is set in Baku, Azerbaijan, for what’s being called the “finance COP” From November 11 - 22, global leaders will negotiate the New Collective Quantified Goal (NCQG), with Africa calling for USD 1.3 trillion annually to support critical climate action. This week’s newsletter by Brooke L. dives into the current state of climate finance in Africa, the implications for South Africa, and why robust climate investment is essential for sustainable growth across the continent. Africa has seen a 48% increase in climate finance, but we need a fourfold boost by 2030 to meet key climate goals. Want to understand what’s at stake and why COP29 matters for climate finance? Read the full newsletter below and subscribe for updates on Responsible Investment insights. #ClimateFinance #COP29 #ClimateAction #InvestWithCare #RisCura #ResponsibleInvestment

In this week’s RisCura Sustainability Wrap-Up, Brooke L. shares key insights from the IRC Annual Conference, where South Africa’s leadership in integrated reporting and sustainability was in the spotlight. From Professor Mervyn King’s impactful address on accountability in corporate reporting, to perspectives from companies like Woolworths and Sasol on balancing transparency with decision-useful information, Brooke highlights the evolving standards shaping responsible business practices. Read the full update in this week’s newsletter, and if you haven’t yet, make sure to subscribe for regular insights on sustainability and responsible investment in South Africa.

Africa's venture capital (VC) sector is primed for growth despite the challenges of recent years. Successful exits are on the horizon, driven by collaboration and a focus on impact. ? Heleen Goussard, Director of RisCura's unlisted investment business, highlights that "VC funds are, by nature, impact funds. We need to get better at understanding and quantifying what our impact is, as LPs are data-driven and require this data to invest."? This is crucial as Africa's VC industry matures and exit opportunities expand. Read more here: https://lnkd.in/dt4kzr3C ?#VentureCapital #AfricaVC #ImpactInvestment #InvestWithCare #SAVCA2024 #RisCura