The United States has consistently been a magnet for global investors, offering a dynamic and innovative stock market unmatched in size, depth, and opportunity. For South African investors, the appeal lies in accessing world-leading companies, a thriving economic landscape and exceptional growth prospects. With the US election outcome now determined, we can assess possible opportunities, gaining insights into shifts in investor sentiment, policies, and the future direction of global markets and trends. A month after the November 5, 2024 US election, the S&P 500 is up over 5% while the dollar has gained 2% against major currencies and bitcoin has…
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