South Africa - Institutional
Articles about
Emerging markets
Navigating investment opportunities in the wake of recent policy measures aimed at economic recovery
How economic reforms and the global race for resources are reshaping the continent’s future
Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.
Mapping the way forward.
Moving away from being just another petrostate.
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.
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Shifting growth dynamics and inflation uncertainty
Promising long-term growth seen in emerging equity markets
“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher
Post-pandemic recovery in the balance of vaccines and a return of confidence
Bloated merchant acquirers face disruption in the Brazilian market spac
Vulnerabilities increase the risk of longer-term damage
“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
“Battles are never the end of the war” – former US President James Garfield
A butterfly flaps its wings in Wuhan, China
Let us not waste another crisis
A weighty issue?
But depressed growth and further Eskom support weigh heavily on government
“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis
The economic cost of rent seeking
"Speculation … allows you to put your emotions first, whereas investment gets emotions out of the picture.” – John C. Bogle
The way in which financial markets respond to US rate expectations is important
But overcoming deeply rooted economic problems remains challenging
But South African bonds still offer a bulwark against global policy normalisation
Reflecting on a tough year
Tighter financial conditions are the greatest near-term threat to global growth
China’s competitive education system drives strong growth
Despite new vehicle technology, global car sales still drive demand
But after riding the wave of optimism, we are now cautious of South African bonds at current levels
Earning its stripes
Explore Investment Insights on the global economy, markets and topics related to our business.
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