Global Equities:Â China, Technology and Politics to Dominate 2018
Bull markets are born when the prevailing sentiment is one of disgust and die amidst hubris. The post-GFC run-up in equity prices has been rightly...
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21 Things Worth Knowing (#15)
In this issue:A loss-making Turkish/Chinese IPO, ASEAN and China talk South China Sea, Naspers will carry on buying, South Africa's consumer woes...
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Rising Moral Hazard and Governance Issues Around Tech Threaten EM Bull Case
The steady rise in most global equity markets over the first half of this year has been mainly driven by the weakness of the USD (USD CURNCY),...
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South Africa : A Cross Asset Overview of an EM Benchmark Country
South Africa is experiencing a period of political and financial turmoil, with the dismissal of the respected former finance minister Gordhan...
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South Africa: Investors Still Too Complacent About Future Policy Direction (Part 3 of 8)
The market reaction to President Zuma’s version of the night of the long knives has been relatively muted with the rand back close to its end 2016...
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