Chris Gilmour
One year on: Ukraine
In the week of the one-year anniversary of the conflict in Ukraine, Chris Gilmour updates his views on the war and the prospects for Russia.
Chris Gilmour
Shedding retailers
Does load shedding mean that retailers should be avoided entirely, at least for now? Chris Gilmour seems to think so.
Chris Gilmour
Don’t get ahead of yourself
After an exuberant equity performance in January and a slowdown in hikes by the Fed, are things really getting better, or should we be careful? Chris Gilmour weighs in.
Chris Gilmour
November was strong for discretionary retail
The StatsSA November retail sales release has some interesting numbers in it, as Chris Gilmour discovered.
Chris Gilmour
Will stocks fight off the bears?
With improved sentiment towards major global economies, will stocks fight off the bears and put in a strong performance? Chris Gilmour weighs in.
Chris Gilmour
The resilience of SA retailers
Is South Africa really an emerging market? Our electricity supply certainly suggests so. But if you dig into our retail industry, you'll find world-class resilience. Chris Gilmour explains.
Chris Gilmour
Russia – Ukraine at an impasse
To kick off 2023, Chris Gilmour gives his latest views on the Russia - Ukraine conflict and where he believes the key pressure points are.
Chris Gilmour
Inadequate infrastructure expenditure in the developed world
Chris Gilmour is clearly still busy this December, taking a fascinating look at the infrastructure spend deficit in critical economies like the US.
Chris Gilmour
Are consumers craving credit?
Chris Gilmour digs into the tricky topic of whether South African consumers are in a position to keep borrowing (and hence buying).
Chris Gilmour
Was Powell right about inflation?
Powell was right about some elements of inflation and its transitory nature. Chris Gilmour unpacks these drivers and what the future holds.
Chris Gilmour
Gradually, and then suddenly?
The September retail sales data is still telling a fairly positive story around the South African consumer. This is a lagging indicator and perhaps that is the key point, as Chris Gilmour explores.
