Investment

South Africa: A fiscal upside scenario

Jeff Schultz, Senior Economist, BNP Paribas South Africa. Following on from our meaningful upgrades to South Africa’s growth outlook on stronger cyclical (global) tailwinds (see South Africa: Moving on up, dated 10 June), we have now…
Investment

What’s Next for the Emerging Market Recovery?

Manraj Sekhon, chief investment officer, Franklin Templeton Emerging Markets Equity Emerging market (EM) equities have continued their ascent so far this year, though the pace has moderated from the momentum of 2020. EMs in general…
Investment

Understanding Cyclical Stocks

Ryan de Kock, Senior Analyst, Stonehage Fleming Equity Management South Africa Ongoing vaccination efforts and economic re-opening have seen the global economy well-positioned for a substantial pickup in growth for the remainder of 2021 and the…