[TYPE THE COMPANY NAME]
MNO2608 Assignment 5
(Portfolio) Semester 2 |
Due 5 November 2025
NO PLAGIARISM
[Pick the date]
[Type the abstract of the document here. The abstract is typically a short summary of the contents of
the document. Type the abstract of the document here. The abstract is typically a short summary of
the contents of the document.]
, Exam (elaborations)
MNO2608 Assignment 5 (Portfolio) Semester
2 | Due 5 November 2025
MNO2608 Assignment 5 (Portfolio) Semester 2 Memo | Due 5 November
2025. All questions fully answered. Case Study 1: Occupational Diseases –
2024 South Africa Mine Health & Safety Statistics.
QUESTION 1 [20] Please read Case Study 1 and answer Questions 1.1 to 1.2
based on the case study. Conduct further reading of the relevant literature to
support and enrich your arguments. 1.1. Which sectors have shown
improvement, and which remain high risk? Explain these possible reasons for
these trends. (10)
Answer (10 marks)
Sectors that have shown improvement
1. Technology / Digital Services — The tech sector (cloud, AI, enterprise software,
semiconductors for data centers) has recovered and continued to attract investment
because firms accelerated digital transformation during and after the pandemic;
generative AI and other frontier technologies drove renewed demand and productivity
investments. This has supported faster revenue and hiring growth versus many other
sectors. McKinsey & Company
2. Healthcare & Digital Health / Biotech — Healthcare services, pharmaceuticals and
especially digital-health solutions (telemedicine, health IT, AI diagnostics) have shown
strong growth as systems invest to improve resilience and efficiency; ageing populations
and ongoing R&D pipelines sustain demand. Boston Consulting Group
3. Logistics / Industrial Real Estate (warehousing & distribution) — E-commerce
growth and reshoring/nearshoring trends have supported strong demand for logistics
assets and industrial property, making this subsector more resilient than traditional office
real estate. JPMorgan+1
4. Selective Retail (omnichannel & essential goods) — Retail subsectors that adapted
(omnichannel, essential goods, discount formats) and those tied to local consumption
have recovered; retailers that integrated online and supply-chain improvements
performed better than pure brick-and-mortar players. (See general labour/sector recovery
data and retail trend commentary). CEPR+1
Sectors that remain high risk
1. Commercial office real estate (especially CBD office) — Office demand remains weak
in many markets because of persistent hybrid/remote work patterns; higher interest rates
MNO2608 Assignment 5
(Portfolio) Semester 2 |
Due 5 November 2025
NO PLAGIARISM
[Pick the date]
[Type the abstract of the document here. The abstract is typically a short summary of the contents of
the document. Type the abstract of the document here. The abstract is typically a short summary of
the contents of the document.]
, Exam (elaborations)
MNO2608 Assignment 5 (Portfolio) Semester
2 | Due 5 November 2025
MNO2608 Assignment 5 (Portfolio) Semester 2 Memo | Due 5 November
2025. All questions fully answered. Case Study 1: Occupational Diseases –
2024 South Africa Mine Health & Safety Statistics.
QUESTION 1 [20] Please read Case Study 1 and answer Questions 1.1 to 1.2
based on the case study. Conduct further reading of the relevant literature to
support and enrich your arguments. 1.1. Which sectors have shown
improvement, and which remain high risk? Explain these possible reasons for
these trends. (10)
Answer (10 marks)
Sectors that have shown improvement
1. Technology / Digital Services — The tech sector (cloud, AI, enterprise software,
semiconductors for data centers) has recovered and continued to attract investment
because firms accelerated digital transformation during and after the pandemic;
generative AI and other frontier technologies drove renewed demand and productivity
investments. This has supported faster revenue and hiring growth versus many other
sectors. McKinsey & Company
2. Healthcare & Digital Health / Biotech — Healthcare services, pharmaceuticals and
especially digital-health solutions (telemedicine, health IT, AI diagnostics) have shown
strong growth as systems invest to improve resilience and efficiency; ageing populations
and ongoing R&D pipelines sustain demand. Boston Consulting Group
3. Logistics / Industrial Real Estate (warehousing & distribution) — E-commerce
growth and reshoring/nearshoring trends have supported strong demand for logistics
assets and industrial property, making this subsector more resilient than traditional office
real estate. JPMorgan+1
4. Selective Retail (omnichannel & essential goods) — Retail subsectors that adapted
(omnichannel, essential goods, discount formats) and those tied to local consumption
have recovered; retailers that integrated online and supply-chain improvements
performed better than pure brick-and-mortar players. (See general labour/sector recovery
data and retail trend commentary). CEPR+1
Sectors that remain high risk
1. Commercial office real estate (especially CBD office) — Office demand remains weak
in many markets because of persistent hybrid/remote work patterns; higher interest rates
