All investment should rest on deliberate decisions, including consideration of risk.
We consider some of the potential beneficiaries of a change in market leadership should the giant US technology stocks struggle to extend their outperformance.
We have seen a series of measures, including two rounds of 10% tariffs which has raised the effective tariff rate for Chinese exports into the US to above 30%.
While food inflation shows signs of easing, ongoing challenges from loadshedding, high transport costs, and drought conditions continue to threaten food security ...