Tag:
India
Ghost Stories
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.
Satrix
SATRIX: Key market themes locally and abroad
There are many sources of risk that might concern investors currently – making the case for diversification as strong today as it ever was. Satrix highlights some of these risks and the opportunities they present.
Chris Gilmour
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.
Global
Inflation, war and India: are there opportunities?
With inflation running away and conflict in Ukraine likely to endure, where are the opportunities?
