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Emerging Markets

Ghost Stories

Ghost Stories #5: The Importance of China (Siyabulela Nomoyi, Portfolio Manager at Satrix)

In this episode of Ghost Stories, Siyabulela Nomoyi (Quantitative Portfolio Manager at Satrix) joined me to talk about the importance of China not just...

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.

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