South Africa

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South AfricaSouth Africa
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The 30% headline tariff figure overstates risks to South Africa

The 30% headline tariff figure overstates risks to South Africa

The country's current account deficit is likely to widen only slightly due to tariffs.

Paul Della Guardia
Paul Della Guardia
BrazilBrazil
+7+7
How are EM investors navigating 2025's policy minefield?

How are EM investors navigating 2025's policy minefield?

Opportunities still to be found despite heightened risks to FMs and local currency.

Paul Della Guardia
Paul Della Guardia
MacroMacro
+2+2
South Africa enters uncharted waters

South Africa enters uncharted waters

The ruling ANC party loses its parliamentary majority for the first time in the post-apartheid era

Paul Della Guardia
Paul Della Guardia