Rotation, rotation, rotation. One might be forgiven for thinking that real estate agents have moved into asset management, carrying through their favourite saying with a twist.

The narrative this year in the markets has clearly been around dollar weakness and a rotation by investors from growth stocks to value stocks...

BL Premium

This article is reserved for our subscribers.

A subscription helps you enjoy the best of our business content every day along with benefits such as articles from our international business news partners; ProfileData financial data; and digital access to the Sunday Times and Sunday Times Daily.

Already subscribed? Simply sign in below.



Questions or problems? Email helpdesk@businesslive.co.za or call 0860 52 52 00. Got a subscription voucher? Redeem it now