Articles tagged as "GDP"
The 2023 Budget: A crisis of credibility in the outer years of the forecast
Thalia Petousis, portfolio manager at Allan Gray, shares her views on the challenges of putting together a credible national budget
The impact of COVID-19's second wave
The second wave of the COVID-19 pandemic has interrupted the global recovery following the severe economic contraction experienced during the second quarter ...
Q&A: Understanding the economic context in which we must invest
As investors, we must understand the economic consequences of COVID-19 and the impact on different asset classes. Grant Pitt, joint head of Institutional...
A downgrade imposes a cost on all South Africans
Reports showed this week that South Africa slipped into its second recession in two years in the final quarter of 2019. Will Moody’s now be even more incline...
SA needs to unlock its 'demographic dividend' by getting the private sector to invest
South Africa needs to stop looking to government spending as the catalyst for economic growth and should instead foster a more conducive environment for...
If South Africa was a company would you include it in your portfolio?
Sentiment towards South Africa is poor. It is tempting to believe that excessive bad news is priced into South African assets, which should deliver attractiv...
South Africa’s economic outlook deteriorates
Since the Northern Hemisphere summer of 2016, there has been a worldwide economic upturn. This is the first period of synchronous global growth since the...
Consumption trends in emerging markets: Opportunities and pitfalls
Looking to capitalise on the rise of the emerging market consumer? Beware of the potential pitfalls .
