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
“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher
“When the world is running down, you make the best of what’s still around.” – Musician and actor, Gordon Sumner (aka Sting)
“If you owe your bank a hundred pounds, you have a problem. But if you owe a million, it has.” – Economist John Maynard Keynes
A butterfly flaps its wings in Wuhan, China
"Speculation … allows you to put your emotions first, whereas investment gets emotions out of the picture.” – John C. Bogle
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
But after riding the wave of optimism, we are now cautious of South African bonds at current levels
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
Let us not waste another crisis
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.
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