emerging marketslatest news & developments

Stuck in the middle: Observations from a South African tourist in Mexico

First things first: The food is fabulous

Markets. Picture: Jakub Żerdzicki/Unsplash

SANISHA PACKIRISAMY: Safe enough havens: The great global risk rerating

Risk is shifting as old safe havens lose their shine

Picture: ISTOCK

STUART THEOBALD: The persuasive case for local stocks

Despite global market hype around AI, emerging markets, including South Africa, have quietly outperformed.

Reserve Bank governor Lesetja Kganyago. Gallo Images/Fani Mahuntsi

Why the SARB should hike rates on Thursday  

Higher oil prices, rising inflation and the rand: South Africans need to brace for a 25-basis-point rate hike

Mark Mobius. Aalok Soni/Getty Images

Mark Mobius: the man who sold the world

With Mark Mobius’s death this week, the world has lost one of the great characters of global fund management

Sanlam Group CEO Paul Hanratty. Supplied

Is Sanlam a Nifty Fifty contender?

The insurance powerhouse has attracted very little of the capital storming into emerging markets this year. But its India business could change all that

gold, ai collage. Rawpixel/Currency collage

Scrooge McDuck’s $4,000 moment

Gold, cocoa, AI, emerging markets – and the Japanese yen. Five market themes that made us look

Markets. Picture: Jakub Żerdzicki/Unsplash

Blurred lines: The ‘EM-ification’ of developed markets

‘Political instability’, ‘rising populism’ and ‘unsustainable public finances’ are terms traditionally associated with emerging markets.