Articles about
Emerging markets
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
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