south africa – The Property Chronicle
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Can South Africa’s catastrophic land grab be stopped? All the evidence suggests that Ramaphosa's land grab will trigger economic disaster

On February 27, the South African National Assembly set in motion a process to amend that country’s Constitution so as to allow for the expropriation of land without compensation. If implemented, the measure will destroy the political settlement that allowed for a peaceful transfer of power from the white minority to the black majority in […]

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Emerging markets: an update

Numbers on a digital screen

Emerging market equities have been the darling asset class de jour in 2017, mainly in Asia and Latin America, despite the March FOMC rate hike, a US Dollar Index at or above 100 and a mini-swoon in crude oil after a Saudi-Russian output cut spat. Earnings growth (India/Thailand), a stabilized currency (China), policy reforms (India, […]

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