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Articles tagged as "Emerging Markets"

South African investors need to fall out of love with equities

By Kevin Lings on 30 Jul 2019

South Africa’s equity market capitalisation equates to more than 200% of the country’s GDP, the highest proportion in the world and a level that is simply no...

Global economy losing momentum

By Sandy McGregor on 18 Jan 2019

After two years of strong synchronous growth the global economy is losing momentum. Almost without exception the most recent purchasing manager’s indices are...

A volatile quarter for emerging market equity and currency markets

By Duncan Artus on 12 Oct 2018

Emerging market equity and currency markets had a very volatile quarter. Vulnerabilities, both economic and political, are being exposed as global financial...

Global growth accelerates but emerging markets under pressure

By Sandy McGregor on 05 Oct 2018

Following a slower first quarter, the rate of global economic growth accelerated during the Northern Hemisphere summer, with Europe being the only notable...

Emerging market equities: looking beyond the mega-caps

By Woojin Choi on 24 Oct 2017

Our offshore partner Orbis launched an Emerging Markets Equity Strategy in January 2016. Later that year it broadened the mandate of its Asia ex-Japan Equity...

Orbis: Two myths about emerging market equities

By Graeme Shaw on 15 Jun 2017

At the end of 2015, emerging market (EM) shares had meaningfully underperformed developed market (DM) shares over the previous five years...

Consumption trends in emerging markets: Opportunities and pitfalls

By Duncan Artus and Tamryn Lamb on 23 Nov 2015

Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .

Finding value in global markets

By Seema Dala on 31 Mar 2014

Emerging markets have come under intense focus so far this year and while the main worries have centred on countries such as Argentina and Turkey, the market...

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