Friday, July 25, 2025
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Emerging Markets

Ghost Stories #64: Beyond the S&P 500 – emerging market opportunities (with Kingsley Williams of Satrix)

With half of 2025 in the rearview mirror, it's been a period in which investors have actively looked for opportunities beyond the United States. That's good news not just for alternatives like Europe, but emerging markets like India and China as well. Kingsley Williams joined me to talk about the key drivers and opportunities in each of those markets.

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.

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.

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 #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...

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.
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