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Ninety One Identifies Value in South African Equities Amid Middle East Turmoil

Apr 20, 2026 06:08 UTC
Medium term

Asset manager Ninety One Plc maintains a constructive outlook on South African stocks despite geopolitical instability. The firm suggests that current market volatility has created attractive entry points for investors.

  • Ninety One views current SA stock prices as lower than justified by earnings
  • Conflict in Iran is the primary driver of recent market volatility
  • Precious metals price drops have specifically hammered mining stocks
  • Earnings outlooks for the broader SA market remain stable
  • Firm manages $232 billion in total assets

Ninety One Plc, the global asset manager with $232 billion in assets under management, is signaling a bullish stance on South African equities. The firm believes that the ongoing conflict involving Iran has driven stock prices down to levels that do not accurately reflect their underlying earnings potential. The geopolitical tension in the Middle East has introduced significant headwinds for the region, weighing heavily on economic growth projections and inflation forecasts. This volatility has been particularly acute in the mining sector, where a sharp decline in precious metals prices has pressured valuations. According to Hannes van den Berg, a Cape Town-based portfolio manager at Ninety One, the market reaction has been disproportionate. He notes that while prices have fallen, the actual earnings expectations for the South African market have remained largely stable. For institutional investors, this disconnect between price and earnings presents a strategic buying opportunity. By focusing on fundamentals rather than short-term geopolitical noise, Ninety One aims to capitalize on the current discount in the South African equity market.

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