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.