Articles about
Emerging markets

A butterfly flaps its wings in Wuhan, China

“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

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 way in which financial markets respond to US rate expectations is important

Shifting growth dynamics and inflation uncertainty

“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher

But SAGBs are still an attractive investment

Confidence in recovery gains momentum

"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

Improving local economic outlook

A history of consistent alpha generation in local and global markets

While 2021 was a strong year for investors, we still see opportunities for those who get started this year.

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

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

Vulnerabilities increase the risk of longer-term damage

Reflecting on a tough year

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

Let us not waste another crisis

The economic cost of rent seeking

“In the past, censorship worked by blocking the flow of information. In the twenty-first century, censorship works by flooding people with irrelevant information. In ancient times having power meant having access to data. Today having power means knowing what to ignore.” – Yuval Noah Harari

“He who indulges in empty fears earns himself real fears. We should always allow some time to elapse, for time discloses the truth.“ – Lucius Annaeus Seneca

"Long-term consistency trumps short-term intensity" – Bruce Lee, martial artist, actor, philosopher.