Fragile Frontier Markets Most Exposed to ‘Taper Tantrum Two’ Risk
A long tail of smaller and low-rated frontier markets is more exposed to rising US bond yields than larger mainstream…
South Africa Downgrade Was No Surprise
Investors in South Africa knew the country’s investment-grade rating was living on borrowed time. Action taken on South Africa by…
Acadian Asset Management’s Asha Mehta Uncovers The Right Opportunities
As a portfolio manager with an eye on the emerging and frontier economies, Asha Mehta has what many would say…
Africa’s Two Largest Economies Need ‘Radical Change’
Africa’s two largest economies will hold elections this year, and there’s a good chance the outcomes will lead to slightly…
Signs Of Progress Not Enough To Dispel Downside Concerns For MENA, Sub-Saharan Africa Regions In 2019
“Storm clouds are brewing for the global economy” That is the dire assessment of the World Bank in its 2019…
Emerging Markets: What To Watch This Week
South Africa reports September money and credit data Monday. Both are expected to slow from August. Third quarter unemployment will be…
Emerging Markets Equities: How Low Will They Go?
Emerging-market (EM) stocks fell in the third quarter and continued to diverge sharply from developed-market equities. While it may be…
Politics, Infrastructure, Hindering Nigeria’s FDI
In One Of Africa’s Largest Economies, Foreign Investment Is Lagging To be at par with African peers, Nigeria needs $14…
South Africa: Ramaphosa’s Challenges Loom Large
Earlier this year, new South African President Cyril Ramaphosa announced plans to attract 1 trillion rand (ZAR) in foreign long-term…
IMF’s Rallying Cry For South Africa Overlooks An Imminent Threat
South Africa was once at the forefront of Africa’s ‘lion economies’. The results since then have underwhelmed with weak growth,…
South Africa: New Leadership, New Fiscal Position
It is now widely believed that South Africa’s newly-elected president, Cyril Ramaphosa, will ride the exit of Jacob Zuma to…
Emerging Markets Continuing “Positive Run”
Emerging markets (EM) continued their positive run over the summer, predominately boosted by a weaker US dollar, robust global trade…
