South Africa cuts fuel tax for two more months to ease pressure on households

South Africa's government said on ‌Tuesday that it would lower its fuel levy for two more months to the end of ​June, cushioning the impact of the ​Iran war by stopping domestic fuel prices ⁠from rising even further.

Reuters • Apr 28, 2026

The Most Unloved ETF in the World Is Also One of the Cheapest

Gold is up nearly 50% over the past year, platinum group metals are tightening on mine supply constraints, and the world's energy transition is creating demand for minerals that sit overwhelmingly under African soil.

24/7 Wall Street • Apr 13, 2026

EZA: Gold's Bounce Bodes Well For South African Stocks After A Bruising Decline

The iShares MSCI South Africa ETF remains a "Buy" as gold rebounds and valuation stays compelling at a 10-11x P/E. The ETF's 45% Materials weighting and top holdings in gold miners make gold price action critical for EZA's outlook. Despite a 24% recent drawdown, EZA sits at its 200-day moving average with a bullish long-term trend and potential double-bottom support.

Seeking Alpha • Mar 25, 2026

EZA As A High-Beta Bet On Metals

The iShares MSCI South Africa ETF offers high-beta exposure to metals and financials but is extremely concentrated and cyclical. EZA trades at a discounted 13.7x TTM P/E due to geopolitical risk, macro instability, and commodity cycle uncertainty. Dividend yield near 5% provides some cushioning but is insufficient if commodity prices or the rand weaken materially.

Seeking Alpha • Mar 25, 2026

Best-Performing Country ETFs of 2025

EWY, GREK, EZA, EWP and EPOL surged in 2025 as international ETFs beat U.S. peers, due to cheaper valuations, policy stimulus and diversified market exposure.

Zacks Investment Research • Dec 29, 2025

The S&P is Up 16% This Year. These International ETFs are Up More Than 70%

It's been a turbulent past couple of weeks, but the S&P 500 is poised to finish the year with some historically decent gains intact.

24/7 Wall Street • Dec 22, 2025

EZA- Cheaply Valued, And In Dazzling Form, But Don't Get Complacent

The iShares MSCI South Africa ETF has delivered stellar returns of 60% in 2025, which is double the returns of EMs, and triple the returns of global stocks. EZA offers high dividend yields and exposure to income-oriented sectors such as materials and financials but suffers from high volatility and significant tracking error of its index. EZA's top holding-Naspers which has a hefty weight of 14%, doesn't necessarily have strong enough ties with South Africa.

Seeking Alpha • Nov 28, 2025

Country ETFs Looking For Record Years

Now in the home stretch of Q3, international stocks have had a banner year in 2025. Whereas the United States' S&P 500 is currently up 12.7% year to date, the MSCI All World Ex. US ETFs have gained well over 24% in that same span. Italy (EWI) is up over 45% on a year to date basis. That puts it on pace for the ETF's largest annual gain on record (it began trading in March 1996) if it holds.

Seeking Alpha • Sep 17, 2025

EZA: Should You Get Specific Exposure To South Africa?

I rate EZA a hold due to recent explosive growth; I recommend waiting for a 10% price drop before buying. EZA offers dynamic exposure to South Africa's finance and materials sectors, but is highly concentrated in top holdings and sectors, increasing risk. The fund benefits from strong local consumer growth and global commodity demand, but I see short-term downside in materials due to unsustainable commodity prices.

Seeking Alpha • Sep 9, 2025

Are There Enough Foreign Equities ETFs?

It's the year of foreign equities ETF diversification and performance. For many ETF issuers, their international or ex-U.S. ETF strategies have led their suites for performance amid rising domestic risks.

ETF Trends • Aug 26, 2025