Articles about
Emerging markets
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
The way in which financial markets respond to US rate expectations is important
“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)
A butterfly flaps its wings in Wuhan, China
Tighter financial conditions are the greatest near-term threat to global growth
But South African bonds still offer a bulwark against global policy normalisation
But overcoming deeply rooted economic problems remains challenging
A homegrown success story
Promising long-term growth seen in emerging equity markets
A weighty issue?
Despite new vehicle technology, global car sales still drive demand
China’s competitive education system drives strong growth
Earning its stripes
Vulnerabilities increase the risk of longer-term damage
The economic cost of rent seeking
But depressed growth and further Eskom support weigh heavily on government
Shifting growth dynamics and inflation uncertainty
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Post-pandemic recovery in the balance of vaccines and a return of confidence
“Battles are never the end of the war” – former US President James Garfield
Reflecting on a tough year
While we are cognisant of the risks, we believe a handful of carefully chosen businesses in China currently offer compelling returns for long-term investors.
Moving away from being just another petrostate.
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