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Prosus' untapped potential - October 2021 - Marc Talpert
It’s not just about Tencent, games and China.
No antidote for the uncertainty - October 2021 - Marie Antelme
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Rigour and nimbleness needed when positioning through a crisis - October 2021 - Nishan Maharaj
Continuous interrogation of investment thesis key to long-term success.
South Africa: The politics of economic reform - August 2021 - Marie Antelme
Why growth has failed and the new Cabinet’s role in getting us back on track.
China - Unpacking the recent regulatory interventions - August 2021 - Suhail Suleman
Understanding the risks and return opportunities remains crucial.
ESG: No easy solutions - August 2021 - Neville Chester
But open minds and ability to shift positions are key
Mobile World: Vietnam’s modern wet market - July 2021 - Gregory Longe
Global Frontier Markets
Gold: Cheap insurance at a time of heightened risk - July 2021 - Nicholas Hops
The yellow metal regains its appeal
US health insurers finding value in complexity - July 2021 - Steven Barber
Finding value in complexity
Half-year stocktake - shifting growth dynamics and inflation uncertainty - July 2021 - Marie Antelme
Global economic comment
Zimbabwe and the investment case for Zimplats - April 2021 - Floris Steenkamp
“Your perception may not be my reality.” – Aporva Kala, author and philosopher
Global outlook - April 2021 - Marie Antelme
Inflation – it’s time to pay attention