Related Insights

  • Emerging Markets offering significant value

    25 September 2018
    As the US/Chinese trade war standoff intensifies, Emerging Markets continue to be caught in the crossfire with no clear indication of when the volatility will end
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  • Global uncertainty creating significant opportunities

    21 June 2018
    Feroz Basa looks at the current market conditions, the opportunities available in the global emerging markets that are being created within these market conditions
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  • Feroz Basa takes a look at local market movements

    14 May 2018
    Feroz Basa unpacks the day's market activities and shares his views on Netcare, Steinhoff and Vodacom with Bruce Whitfield. This audio clip was brought to you by The Money Show on Radio 702/Cape Talk.
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  • Emerging market pharmaceutical companies

    12 April 2018
    Our Global Emerging Markets joint boutique head Feroz Basa discusses the investment case for emerging market pharmaceutical companies.
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  • Feroz Basa discusses market movements and top stories of the day

    13 March 2018
    Feroz Basa takes a look at local and international markets and shares his views on Steinhoff, Famous Brands, Brait and Aspen with Bruce Whitfield. This audio clip was brought to you by The Money Show on Radio 702/Cape Talk.
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  • What does Trumponomics mean for investors?

    06 March 2018
    Siboniso Nxumalo and Justin Wells discuss "What does Trumponomics mean for investors in relation to Developed and Emerging Markets?"
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  • China's Hengan International

    14 December 2017
    Our Global Emerging Markets Equity Analyst Lynn Klaase discusses the investment case for China's leading hygiene product manufacturer, Hengan International.
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  • Mexico’s Gentera

    05 December 2017
    Shamiega Isaacs takes a closer look at Gentera, a Mexican micro-lending company with a unique competitive advantage – its distribution force.
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  • Tomorrow 2017: Feroz Basa

    13 October 2017
    Feroz Basa talks about optimising returns in the South African conext at Tomorrow 2017.
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  • Emerging market opportunities: Turning chaos into profits

    12 October 2017
    The key to achieving alpha amid the chaos is to recognise the investment opportunity
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  • 2017 Impact Report

    05 September 2017
    Our Impact: Investing For A Future That Matters
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