Tag:

Chris Gilmour

One year on: Ukraine

In the week of the one-year anniversary of the conflict in Ukraine, Chris Gilmour updates his views on the war and the prospects for Russia.

Shedding retailers

Does load shedding mean that retailers should be avoided entirely, at least for now? Chris Gilmour seems to think so.

The UK: land of austerity

In his latest piece, Chris Gilmour takes a deeper look at the medium-term prospects for the UK. Spoiler alert: they aren't great.

Winter is coming and it’s going to bite

Winter is coming to the Northern Hemisphere and the cost of living is a major concern. Against this backdrop, there is substantial activity in the gold market.

The dollar blows them all away

Chris Gilmour reminds us that the UK has had these problems coming for a while, with the strength of the dollar highlighting that the Great British Pound isn't so great anymore.

A check-in on the hotel sector

With a focus on City Lodge's recent results, Chris Gilmour gives an encouraging view on the local tourism sector.

War in Ukraine – sanctions, gas and cold winters

As the war in Ukraine grinds on and the Ukrainians continue to resist the Russian invasion, Chris Gilmour explains key nuances on the battlefield and in the energy markets.

SA retail spending at risk

South African retail spending is facing significant risks. Stagflation is an ugly word that we are now dealing with. Chris Gilmour explores the impact on consumers and retailers.