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South Africa

South Africa

+1

The 30% headline tariff figure overstates risks to South Africa

Aug 15, 2025

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7 min read

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

Brazil

+7

How are EM investors navigating 2025's policy minefield?

Feb 20, 2025

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14 min read

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

Macro

+2

South Africa enters uncharted waters

Jun 3, 2024

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11 min read

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
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