Please take note this site is only intended for personal investors resident in South Africa.
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.
by Suhail Suleman
November 2022 · 10 min read
“We demand rigidly defined areas of doubt and uncertainty!”
– Douglas Adams, The Hitchhiker’s Guide to the Galaxy
by Marie Antelme
October 2021 · 11 min read
by Marc Talpert
September 2021 · 5 min read
Understanding the risks and return opportunities remains crucial
August 2021 · 9 min read
by Neville Chester,
and Nicholas Stein
July 2021 · 14 min read
But strong local bond performance continues
by Nishan Maharaj
July 2021 · 10 min read
by Sarah-Jane Alexander and Karl Leinberger
April 2021 · 20 min read
Vulnerabilities increase the risk of longer-term damage
October 2020 · 15 min read
Transformation through green initiatives and new demand sources
by Nicholas Stein
A weighty issue?
October 2019 · 5 min read
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.
by Barry Eichengreen
July 2019 · 7 min read
But South African bonds still offer a bulwark against global policy normalisation
January 2019 · 9 min read
China’s competitive education system drives strong growth
by Paul Neethling
October 2018 · 5 min read
July 2018 · 7 min read
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