Is Sanlam a Nifty Fifty contender?
The insurance powerhouse has attracted very little of the capital storming into emerging markets this year. But its India business could change all that…
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Scrooge McDuck’s $4,000 moment
Gold, cocoa, AI, emerging markets – and the Japanese yen. Five market themes that made us look…
Blurred lines: The ‘EM-ification’ of developed markets
‘Political instability’, ‘rising populism’ and ‘unsustainable public finances’ are terms traditionally associated with emerging markets.…
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PODCAST: Iran and the strategy of denial
Robyn Curnow steps back, and explains why President Donald Trump’s…
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Can’t you just picture Donald Trump yesterday, scowling into the…
The stunning rebound of South Africa’s PGM producers
Northam is the second PGM miner to post a colossal…
South African foreign policy: Vrot with contradiction
South Africa’s stance on Iran is as predictable as it…
