Productivity Pixie Dust Technological innovation is increasing at rates faster than ever seen before, with major breakthroughs being made in fields ranging from health to transport and even home shopping. This technological progress is materially affecting both our individual lives and the global economy as a whole. Click [...]
The rapid rise of the Chinese economy over the past 20 years is quite remarkable. From being an economic backwater a generation ago, China has become a global powerhouse of manufacturing, largely thanks to its relatively lower wages and highly productive workforce. Despite this strong economic [...]
One of the most common headlines in the world currently relates to the concept of ‘trade wars’. This has quickly become the most cited risk to markets with 60% of the fund managers surveyed in the latest BofA Merrill Lynch Global Fund Manager Survey listing the possibility of a protracted trade war as the biggest risk to investment returns that they see on the horizon.
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The political landscape in South Africa is changing by the day. As I write this, the State of the Nation Address has been postponed for the first time in our young democracy, the ANC National Executive Council has set up, and then subsequently cancelled an emergency [...]
The start of a new year brings with it a fresh mindset with which to consider investment prospects for 2018. Over the course of any given year, and in particular such a politically and economically busy one such as 2017, it is easy to lose track [...]
The news has been filled with only one thing over the past week, the 54th ANC National Conference. This conference occurs every five years and is a gathering of the ANC at which party policies are determined and the major positions within the ANC are voted [...]