– Faisal Rafi, Head of Global Research at RisCura, and published in the Business Day. Keep calm and carry on: Geopolitical risk is already priced into Chinese equities China’s hugely…
– Heleen Goussard, Head of Unlisted Investments at RisCura An inclusive investment industry is essential to investing for a better world Progress on gender diversity within the global financial services…
The 6th edition of the African Investing for Impact Barometer (AIFIB) released today – covering approximately USD650bn in assets dedicated to one or more investing for impact (IFI) strategies— showcases…
Chinese regulators have been busy with a crackdown against monopolistic behaviour by large domestic companies as part of the drive for “Common Prosperity”. A consequence of this is a more…
As China enters the Year of the Tiger, we look back on a tough 2021. The long-term uptrend of large consumer companies like Alibaba and Tencent ended abruptly as the…
During his recent maiden budget speech, Finance Minister Enoch Godongwana announced a provisional R17.5 billion injection for the Medium Term Expenditure Framework for infrastructure catalytic projects, aiming to upgrade roads,…
Interpreting the changes that take place in private equity (PE) prices over time isn’t straightforward as many of the drivers are unobservable. But there are some noticeable shifts in the…
Once the COVID-19 pandemic is under control, the resumption of economic activity in Africa could result in a compelling story for investors. According to the IMF, GDP growth in both…
Environmental, Social and Governance (ESG) investing is gaining increasing investor interest and momentum – a 2020 OECD report shows that portfolios with ESG integrated elements exceeded USD17.5 trillion for that…
The issues among those that fall under the ESG ambit are everyone’s concern, and this cannot be ignored, especially if we are to work towards building a better South Africa…
