Articles tagged as "Markets & economy"
Tipping point or false dawn? South Africa’s defining question
Raine Adams unpacks progress on South Africa’s reform agenda and infrastructure rehabilitation, noting that momentum could accelerate if reform alignment and...
US-China tension puts SA jobs and growth at risk
As superpower rivalries reshape global growth, investors are urged to diversify portfolios. This was one of the messages on Day 1 of Allan Gray’s retirement...
How shifting global headwinds and local pressures shape inflation in Botswana
Global inflation dynamics continue to be shaped by the winds of geopolitical tension, shifting monetary policy and rising economic nationalism. Ntsoaki Rampa...
Where investors fear to fish
High domestic inflation. Volatile currencies. Foreign languages. Domestic insider advantages. Different cultural, legal and governance practices. Unpredictab...
The bonfire of the incumbents
As we commented early in 2024, global dissatisfaction regarding inflation and harsh economic realities has coincided with the phenomenon of a spike in the...