South Africa - Personal
Articles about
China
“Policy done right can drive technological disruption.” - Akshat Rathi
Navigating investment opportunities in the wake of recent policy measures aimed at economic recovery
A focus on BYD Auto
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
Understanding the risks and return opportunities remains crucial
Vulnerabilities increase the risk of longer-term damage
Transformation through green initiatives and new demand sources
A weighty issue?
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.
But South African bonds still offer a bulwark against global policy normalisation
China’s competitive education system drives strong growth
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