Tag:
Emerging Markets
DealMakers
Mind The Gap: Valuations in the US compared to Emerging Markets
The valuation gap between the US and emerging markets reflects a complex interplay of risk, access to capital and investor perception.
Satrix
What’s Trumps in a Topsy-Turvy World?
Nico Katzke of Satrix covers a number of critical investment trends in the current environment, ranging from the appeal of gold through to the risks facing bonds. As always, diversification is key.
Podcasts
PODCAST: Is China Trump-proof?
Tariffs may have a diminished impact on China, as the country has strategically restructured its supply chains to lessen its reliance on the US. This is according to Campbell Parry, global resources analyst at Investec Wealth and Investment International, on the latest episode of No Ordinary Wednesday.
Ghost Stories
Ghost Stories #5: The Importance of China (Siyabulela Nomoyi, Portfolio Manager at Satrix)
In this episode of Ghost Stories, Siyabulela Nomoyi (Quantitative Portfolio Manager at Satrix) joined me to talk about the importance of China not just...
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.
