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We have slowly started seeing positive signs emerge from China, and this, coupled with some of the cheapest valuations we have seen in our investment careers, has stirred our animal spirits.
In South Africa and across the world this year, millions of people will be voting in more than 64 countries. Geopolitical tensions, especially in the Middle East and between the United States and China, are escalating.
Tail risks from elevated interest and inflation rates and a very uncertain geopolitical backdrop are lurking in the shadows and could put a dampener on hopes for a quick equity market recovery.
How is your business leveraging the efficiencies and scale offered by technology without diluting your human edge?