Global (excl USA) - Institutional
Articles about
SA economy
The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.
In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.
Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.
“Nothing is more obstinate than a fashionable consensus. ” - Margaret Thatcher, British Prime Minister, 1979 - 1990
Mounting risk to the fiscal health of indebted emerging markets will require careful navigation.
Passing breeze or real winds of change?
Good intentions and a renewed commitment to growth are not enough to make government's financial position sustainable
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
We can’t afford not doing better
Life in the time of coronavirus
South African government bonds remain attractive despite global shocks
The price is right (or at least it feels that way)
Restoring confidence is key to growth recovery
Restoring confidence is key to growth recovery
But depressed growth and further Eskom support weigh heavily on government
Transformative policy paper needs strong implementation
The economic cost of rent seeking
Offshore acquisitions by domestic companies
In the cold light of day
Feeling in the dark? Shining a light on uncertainty
Government’s management of the power crisis will be telling of its broader capacity for reform
Highlights from ‘Talking Investments with Coronation’
But South African bonds still offer a bulwark against global policy normalisation
“The trouble is, you think you have time.” – Gautama Buddha
It was always going to get messy
When it rains on your parade
Cyril Ramaphosa’s ANC needs to save South Africa from economic déjà vu
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