Tag:
Developed Markets
Satrix
Satrix: Why you’re wrong about emerging markets
Nonhlanhla Mphelo, Senior Portfolio Manager at Satrix, unpacks common misconceptions about emerging markets. The risk-reward setup for these markets looks interesting, particularly as developed markets have become more concentrated in tech.
Chris Gilmour
Inadequate infrastructure expenditure in the developed world
Chris Gilmour is clearly still busy this December, taking a fascinating look at the infrastructure spend deficit in critical economies like the US.

