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China: To invest or to avoid?

14 Oct 2021 /  Ciaran Ryan
A raft of regulatory reforms in recent weeks has hit stock prices – but there’s a deeper theme at work.

Looking back on the lessons learned from 10 years of superior growth

7 Oct 2021 /  Ciaran Ryan
A culture of robust debate, quickly correcting course when mistakes are made and choosing better quality, rather than cheaper, businesses.

Can Big Tech survive the antitrust movement?

24 Mar 2021 /  Ciaran Ryan
Poland, Australia and India are the latest countries to censure Big Tech companies for abusing their power to control the flow of information. The antitrust movement is coming, and this has implications for valuations.

Expect a post-Covid boom

16 Feb 2021 /  Ciaran Ryan
SA’s vaccine rollout will be slower than other emerging markets, but it is set to benefit from the market recovery trend.
3

The outlook for SA Inc in 2021

27 Jan 2021 /  Ciaran Ryan
Will government opt for more of the same, or growth? The choice is stark. Either we cut spending or we refloat the economy.
3

Planets starting to align for emerging market recovery in 2021

7 Dec 2020 /  Ciaran Ryan
Talk of vaccines and the recovery of cyclical stocks point to a better year ahead.

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