EM Equity Strategy: Remain Overweight China
The MSCI EM index continues to develop positively from a price perspective and we expect higher prices ahead. China remains leadership --...
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South Africa: Rand Depreciation and Underperformance
1. ZAR outright swaps expected to be paid, with a stabilization of the curve: ZAR outright swaps 2 & 5y should be paid by 135bps to...
445 Views
Mandela's Protege Cyril Ramaphosa Can Revive a Moribund Economy
-Cyril Ramaphosa, the newly-elected president of the ANC, is a successful businessman and investor, who started his career as a radical...
128 Views
BRICS Summit in China Promotes an Irrelevant and Ineffective Global Grouping - Riedel on CNBC
The concept of Brazil, Russia, India, China and South Africa have enough in common to justify a grouping of such disparate countries, economies and...
289 Views
Rising Moral Hazard and Governance Issues Around Tech Threaten EM Bull Case
The steady rise in most global equity markets over the first half of this year has been mainly driven by the weakness of the USD (USD CURNCY),...
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