Emerging Markets

Magic Markets Ep117: Macro Themes with Rachel Ziemba

Magic Markets2023-03-22T23:43:38+02:00

With a background at Roubini Global Economics and extensive experience across developed, emerging and even frontier markets, Rachel Ziemba brings a wealth of macroeconomic and geopolitical experience to Magic Markets. Having worked several times in the past with our very own Mohammed Nalla, Rachel agreed to join us for a discussion on general global trends and the perception of South Africa on the international stage. We covered topics including: Thoughts on where we are in the cycle, including global optimism around China and commodities despite some dissenting voices who think we could be heading back to a 2008/2009 scenario. The additional [...]

Magic Markets Ep117: Macro Themes with Rachel ZiembaMagic Markets2023-03-22T23:43:38+02:00

Magic Markets Ep106: The Global View with Marko Papic

Magic Markets2022-12-15T00:17:30+02:00

If you’ve looked at your portfolio even once this year, you’ll know that 2022 has proven how vital a solid geopolitical analytical framework can be in generating returns. As the author of the book Geopolitical Alpha, Marko Papic is a global geopolitical expert and partner at Clocktower Group, who advises some of the largest pension funds and investors globally. As a friend of Moe's, we were able to twist his arm to share some of his views on global geopolitics and the risks and opportunities they currently present for investors. Having travelled to South Africa many times, Marko also has a [...]

Magic Markets Ep106: The Global View with Marko PapicMagic Markets2022-12-15T00:17:30+02:00

Magic Markets Ep67: Investing in tough places

Magic Markets2022-03-17T02:16:49+02:00

Like moths drawn to a flame, some investors cannot help but choose strategies with a high risk/reward trade-off. Omid Gholamifar is one such investor. Born in Iran and having spent a great deal of time in Sweden, he has dedicated himself to uncovering investment gems in his country of birth. Through Serkland Invest, Omid is raising capital to invest in sectors like FMCG and pharmaceuticals in Iran. With this kind of experience, there’s so much to learn from him about investing in tough places. Join us on this episode of Magic Markets to learn more about Iran, a country you probably [...]

Magic Markets Ep67: Investing in tough placesMagic Markets2022-03-17T02:16:49+02:00

Magic Markets Ep54: Oh-My-Cron!

Magic Markets2021-12-02T01:41:06+02:00

In Episode 54 of Magic Markets, there’s a new variant in town. And that means that the gap between the haves and the have-nots will just get bigger. As the world decided to ostracise South Africa instead of supporting the country, it was another reminder of how this virus has widened the wealth gap. As unemployment in South Africa keeps increasing, we highlight a scary statistic out of Standard Bank: unsecured lending has returned to pre-Covid levels, but asset-based lending hasn’t. In a discussion that touches on a wide variety of points, ranging from office vacancies to the tourism industry, the [...]

Magic Markets Ep54: Oh-My-Cron!Magic Markets2021-12-02T01:41:06+02:00

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