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But South African bonds still offer a bulwark against global policy normalisation

Understanding the risks and return opportunities remains crucial

Transformation through green initiatives and new demand sources

A weighty issue?

China’s competitive education system drives strong growth

Vulnerabilities increase the risk of longer-term damage

When it rains on your parade

The trade war between the US and China is not ending anytime soon, notwithstanding the efforts of presidents Trump and Xi to make nice on the sidelines of the Osaka G20 Summit.

“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy

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.