BRICS discussion on dollar dominance ‘a good debate to have’
PSG chief investment officer Adriaan Pask analyses the potential shift in global currency dynamics post the BRICS Summit.
PSG chief investment officer Adriaan Pask analyses the potential shift in global currency dynamics post the BRICS Summit.
Any stupid remark or action could lead to a further downgrade in South Africa’s credit rating and higher 10-year government bond yields.
The fallout could be very uncomfortable for equity investors and savers.
The country is in a position similar to the one it was in before the apartheid system collapsed.
Financial markets were buoyed in 2021 by an easing of Covid-19-related restrictions, an ultra-accommodative monetary and fiscal policy stance and a rebounding jobs market, Momentum’s Herman van Papendorp, the head of investment research […]
David Rees, senior emerging markets economist: Uncertainty about the virulence of Omicron, its ability to resist vaccination and spread rapidly, among other things, has rocked global financial markets. Those questions will take time […]
David Rees, senior emerging markets economist: Uncertainty about the virulence of Omicron, its ability to resist vaccination and spread rapidly, among other things, has rocked global financial markets. Those questions will take time […]
Mark Mobius, founder of Mobius Capital Partners and former chairperson of Templeton Emerging Markets Group, is widely credited with having established emerging markets as an asset class. Mobius had virtual “fire-side chat” with […]
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]
While global diversification remains important, it’s generally accepted that investors should avoid buying when global markets are at their most expensive. However, “expensive” remains relative, says Duncan Lamont, the head of research and […]