In a markets article featured in the Business Report, Mergence CIO Brad Preston is quoted discussing the Rand. He notes that the recent South Africa-specific risks are no longer fully reflected in the currency. The potential for additional Rand strength, he suggests, hinges on global factors, a weakening dollar, and a robust economic recovery in China.
Mega-themes for investors: digital disruption
Since early 2023, digital disruption has been a key driver of global equity returns. We have seen increased capital spending