Africa loses out on US/EU supply chain ‘friend-shoring’
Africa stands to lose out because the current reshaping of supply chains is not intended to shift trade, investments and jobs towards African trade partners.
US-China trade war
đź”’ It is risky to own stocks with US-China trade war – UBS bear warning
UBS Wealth Management, which is the world’s biggest wealth manager and oversees $2.5trn told its rich clients to look for alternatives to stocks.
A rational interpretation of Mr Market’s reaction to the “trade war”
Donald Trump’s total focus right now is on getting re-elected. Trumpeting the achievement of “winning” a trade war with China is a trump card he won’t play too early.
Moyo dishes dirt on Manuel; Trade war talk boosts rand; Eskom coal plants face closure
The battle between Old Mutual’s sacked CEO Peter Moyo and the life assurer’s chairman, Trevor Manuel, has intensified.
Trade war “off”; US shares 1H surge; Anglo’s $8.5bn to SA; King Price swoops; Trans Hex rebounds
The year long on-off-on trade war between the US and China is apparently off again after the countries’ leaders lunched for an hour and a half on Saturday.
How Huawei fiasco could knock your global investment returns – expert
Sinesipho Maninjwa cuts through the political smoke-and-mirrors to set out what’s happening and how companies that could be in your portfolio, like Apple, might be affected by the Huawei fiasco.
Trump uses spy threat in his battle with Huawei for 5G control
In the sparsely settled wild lands of eastern Oregon, US, Huawei is hardly the big bad wolf of China that US officials have depicted.
The end of Ramaphoria and a new Ramareality
Fast forward through an economically painful Zuma presidency, Ramaphoria needs to be objectively measured by looking at soft and hard data.