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Top South Africa Fund Manager Sees 2026 Non-Resource Stock Rally
Market Intelligence Analysis
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Why This Matters
A leading fund manager in South Africa predicts a significant rally for non-resource stocks in 2026, citing their current undervaluation compared to local bonds and broader equity markets. This outlook suggests a potential shift in investor interest towards these stocks as they are expected to perform better in the coming year.
Market Impact
Market impact analysis based on bullish sentiment with 75% confidence.
Sentiment
Bullish
AI Confidence
75%
Article Context
Note: This is a brief excerpt for context. Click below to read the full article on the original source.
Stocks of non-commodity South African companies look set to rally next year given they trade at a deep discount and trailed the performance of both local bonds and the wider equity gauge in 2025, according to a veteran fund manager at Ninety One Plc the nation’s top investment firm.
Original article published by
Bloomberg
on December 18, 2025.
Analysis and insights provided by AnalystMarkets AI.
Analysis and insights provided by AnalystMarkets AI.