South Africa

 The cost of borrowing shares is on the rise globally and nowhere is this trend more obvious than in the South African equity lending market. But, in a reverse of what is going on in the wider world, institutional investors are buying more shares in South Africa’s banks thereby going against analyst recommendations. Big bets are also being made against the fortunes of Johannesburg listed platinum and iron ore players.

Stocks include: Kumba Iron Ore (JSE:KIO) and Anglo American Platinum (JSE:AMS)