South Africa is still reeling from this week’s surprise last minute Budget postponement due to divisions within the ruling coalition. We suspect some form of compromise will be reached in the coming...

President Trump’s statement this week that he plans tariffs on pharmaceuticals as well as motor vehicles is just the latest in a long list of protectionist threats. For now, we still think the risk to...

With households particularly sensitive to rising food and energy prices, we're becoming more worried that the Bank of England can't ignore the big increase in food inflation in January and the coming...