Carry trade, politics boost emerging markets equities

Emerging markets (EMs) have had a rough two years. They enjoyed a prolonged boom that only seemed to grow stronger in the wake of the 2007 financial crisis, as developed markets stagnated and investors seeking growth flocked into EMs. Then, with the tentative beginnings of rich world tapering, particularly in the US under the Fed, … Read more

BAC

Banking on America: Sizing up BAC – a Warren Buffett favourite

By Jackie Cameron With hundreds of thousands of shares available for investment, how do you choose? A good starting point for ideas is the portfolio of one of the world’s greatest investors – Warren Buffett, the octogenarian Sage of Omaha who has delivered healthy returns over decades. This is exactly what many collective investment scheme … Read more

Newly dovish Fed will be a boon for emerging markets

  Something rather interesting is happening in global markets. Remember last year, when everyone was deeply concerned about the impact that Fed tapering would have on emerging markets? Well, the taper happened, and EMs felt some pain, but that’s not the end of the story. You see, over the last few months, things have shifted … Read more

Q&A: What’s easiest way to buy Nigerian shares?

By Jackie Cameron Nigeria is looking like a tantalising place to search for investments. Although it has been in the news lately for its political inability to deal with brutal Islamic fundamentalists, it has captured the attention of international investors. The West African powerhouse has overtaken South Africa as the continent’s largest economy. South Africa … Read more