Articles about
Emerging markets


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


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

But depressed growth and further Eskom support weigh heavily on government

A weighty issue?

The economic cost of rent seeking

“Invest for the long haul. Don’t get too greedy and don’t get too scared.” – Shelby M.C. Davis

But South African bonds still offer a bulwark against global policy normalisation

But overcoming deeply rooted economic problems remains challenging

Reflecting on a tough year

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

China’s competitive education system drives strong growth

Tighter financial conditions are the greatest near-term threat to global growth

Despite new vehicle technology, global car sales still drive demand

A homegrown success story

Earning its stripes