Allan Gray | Tag Listings

Articles tagged as "Orbis Q2 2026 commentary"

Orbis Optimal SA: Value in Japan’s overlooked companies

By Alex Bowles on 13 Jul 2026

Reading time: 6 mins

Alex Bowles from our offshore partner, Orbis, discusses how the Orbis Optimal SA Fund is finding opportunities in overlooked Japanese companies as AI-driven...

Orbis Japan Equity: Finding opportunity beyond the AI trade

By Alex Bowles and Brett Moshal on 10 Jul 2026

Reading time: 4 mins

A surge in enthusiasm for AI-related companies has created an unusually narrow Japanese equity market, with a small group of stocks driving a disproportionat...

Orbis Emerging Markets Equity: Emerging markets increasingly have a concentration problem

By Stefan Sommerville on 03 Jul 2026

Reading time: 8 mins

In this commentary, Stefan Sommerville from our offshore partner, Orbis, examines the growing concentration risk in emerging market indices and explains how...

Categories

Companies

Markets & economy

Retirement

Local investing

Offshore investing

Personal investing

Investment insights

Corporate citizenship

ESG

Fraud prevention and cybersecurity

Select a site

The financial services, products or investments referred to on this website are not available to persons resident in jurisdictions where their availability or distribution would contravene local laws or regulations and the information on this website is not intended for use by these persons. This website is for information only and does not in any way constitute a solicitation or offer by Allan Gray Proprietary Limited or any of its associates or subsidiaries (collectively “Allan Gray”) to buy or sell any financial instruments or to provide any investment advice or service.

By selecting one of the countries below I confirm that I have read and understood the above and that:

(a) I am not a South African citizen; or
(b) I do not reside in the Republic of South Africa; or
(c) I am not otherwise a person to whom the communication of the information contained in this website is prohibited by the laws of my home jurisdiction; and
(d) I am not acting for the benefit of any such persons mentioned in (a),(b) and (c) and
(e) I confirm that any investment with Allan Gray is based on my own initiative and not due to any offer or solicitation by Allan Gray.

Australia Namibia Botswana South Africa