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Arnold Segawa is a financial journalist passionate about macroeconomics and monetary policy.

US-China tensions and the need for perspective

Whether it is a trade war, a tech war, or both, the increasing use of the word ‘war’ is worrying.

Fund managers turn bullish on EM equities

BofA Merril Lynch survey shows market is at its most undervalued since October 2011.

Takeover target Clover set to go global

Consortium makes generous buyout offer – ‘to convince shareholders’.

PIC inquiry: R4.3bn Ayo deal approved in record 3 weeks

Suspended executive says it appears Ayo was dictating time frames to the PIC.

Business Unity South Africa keen to restore SA manufacturing

SA’s manufacturing accounted for 24% of South Africa’s GDP in 1980 but by 2017, it was 13%

‘Anonymous’ emails not so anonymous – PIC inquiry continues

Forensic investigator established that PIC’s head of IT security read former CEO’s emails.

Will the pressure on emerging markets persist in 2019?

Declines across investment classes prompts allocation reconsideration.

PIC’s head of internal audit takes the stand …

In three days, we have learnt an (awful) lot about the country’s biggest pension fund.

Ayo investment passed on by Matjila – suspended PIC exec

Two PIC executives suspended with immediate effect amid inquiry into governance.

PIC inquiry: Corruption or sheer incompetence?

Chaired by Justice Lex Mpati, the inquiry will investigate allegations of corruption at the PIC dating as far back as 2015.

SA retailers abroad impeded by trade barriers

Some SADC members have imposed trade restrictions and local content requirements on imports of certain food products from South Africa.

South Africa’s evil twins

The twin deficits – an impediment to growth in 2019.

Sibanye-Stillwater undeterred by Amcu appeal

Sibanye-Stillwater and Lonmin have agreed to extend takeover longstop date to June 30.

Here’s why you might want to watch the DRC election

More than 60% of the world’s supply of cobalt is mined in the Congo.

Close the year on a high with these cannabis ETFs

US legal cannabis market set to reach $11bn this year.
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