Investments

SA Markets: Impressive resilience and pockets of opportunity as fad assets collapse

South Africans are used to being the ones catching a cold when the world sneezes.

The more it changes, the more it stays the same

If there is a unifying theme for the year that is almost over, it is uncertainty. In fact, it has been the theme of the past three years.

The digital infrastructure that could help emerging markets leapfrog developed economies

Inflation has knocked the wind out of equities; but megatrends remain in play

The equity market headwinds in 2022 of higher inflation and higher interest rates look likely to persist into 2023, but there are opportunities for investors if they seek out thematic opportunities within long-term megatrends.