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Trump’s tariff strategy – gambling on disorder and disruption

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Of all the bewildering and chaotic projectiles lobbed out of the White House, none is more confusing than tariffs. The very word "tariff" is likely to put most citizens to sleep. However, a sudden 200% increase in the price of a bottle of French wine would jolt anyone awake. This number is a real threat from Trump.

Tourism and political narratives – protecting the industry

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We are warning against misinformation that distorts global perceptions. This follows US President Donald Trump’s Executive Order suspending foreign aid to South Africa. He also proposed resettlement for Afrikaner farmers.

BOOK REVIEW | Russia in Africa

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This book presents a chronological examination of Russia’s post-Cold War foreign policy towards Africa, and outlines the factors that have enabled and impeded the growth of its influence. It pays special attention to the non-material factors behind this rising power; the domestic drivers of Russian decision-making; Moscow’s relationships with fellow external powers; and African perspectives on Russia’s geopolitical role.

2021 outlook for global and thematic equities

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Global equities can continue to perform well in 2021, but tech may have to share the limelight with some unloved areas. Meanwhile, a number of mega-trends will continue to gather pace. Global equities are by no means cheap, but they are reasonably valued.

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