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Trade war rumblings and the rand’s retreat

26 June 2018

There’s an old saying in markets that when the US sneezes, the rest of the world catches a cold. When the US throws punches, markets can get bruised. US President Trump announced that tariffs would now be implemented against $50 billion of Chinese imports to punish China for alleged unfair trade practices. China’s predictable retaliation led to Trump calling for an additional tranche of tariffs on another $200 billion of goods. This caused renewed jitters on global equity markets, effectively nipping a promising rally in the bud.

Market conditions starting to favour active managers

21 June 2018

Market conditions are changing and becoming more favourable for active managers, says Stonehage Fleming, the international family office firm.

Is rand weakness a foregone conclusion?

30 May 2018

A broad review of recent market commentary shows that many local asset managers believe the rand is overvalued and have positioned their portfolios accordingly. However, not all fund managers consider this a foregone conclusion.

Trade wars : Winners and losers

30 May 2018

Amid an increasingly unstable geopolitical landscape, the looming possibility of a global trade war carries the risk of severe negative macroeconomic consequences, in that both the US and Chinese economies could begin to decelerate, triggering a world-wide recession. On the flip side of this, however, the rise in trade tensions brings about a sense of investment opportunity with regard to the global food and agricultural value chain.

quick poll

Question

If you had to hazard a guess, when do you reckon the COFI Bill will be signed into law?

Answer

2026, as promised 2027 looks more likely Impossible to say More consultation needed

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