China Payment Survey 2020
June 8, 2020
In the context of weaker activity in China due to the health crisis, Coface’s latest survey on business payments in China shows a deterioration in payment behaviour in 2019.
since major input producers in an industry are strongly interconnected, dependence on China will not disappear radically, even if input supply to the other major hubs in the sector is more diversified
Investing for Roubini’s Greater Depression
June 3, 2020
In September 2006, economics professor Nouriel Roubini warned an incredulous audience of fellow economists at the International Monetary Fund (IMF) that the US housing market was at risk of collapsing
During times of high uncertainty, like we are experiencing now with COVID-19 and the extended nationwide lockdown, people are more predisposed to use their gut instincts and put critical thinking on the backburner
At Marriott, our philosophy has always been to buy high quality, diversified and resilient companies. We take a long term view – “is this a company that we want to hold for 10 years or more?” This strategy has served our investors
In times of extreme market volatility, research shows that investors who stick to their long-term strategy come out best. But while staying the proverbial course, there are two compelling estate and tax planning opportunities
Economies at a glance
June 3, 2020
Below is a snapshot of the Economies at a glance report for May 2020 from the Momentum Investments Macro research desk.
According to the SARB, the actual GDP level in 2022 is now expected to be lower than 2018, meaning that the Covid shock could result in nearly half a decade of stagnant output.
