A sense of what is to come?

In every generation and in every nation there are moments and periods where political and economic orders are considerably altered creating new opportunities. In such times, it is as if the economy has rebooted and almost everyone has been afforded a fresh start. Such is the time we find ourselves in Zimbabwe. While idealists may

Equities – The Age of Volatility

Market volatility is likely to characterise the next six to nine months. As varying economic and political factors come into effect, investors will scurry around to get a sense of where markets are headed. Not that investors will not be able to appreciate key head and tailwinds, but instead, understanding the net effect of these

Pivoting for a Return of Optimism

Just as negative speculation created volatility in the last ten months, a sense of euphoria and positive expectation, in light of current events, is sowing seeds for drastic price movements in the short to medium term. Driving these movements will be how the market thinks of macros. If you don’t do macros, macros will do

This time it is different?

“When the music stops, in terms of liquidity, things will be complicated. But as long as the music is playing, you’ve got to get up and dance. We’re still dancing,” Chuck Prince, former Citigroup Chief Executive and Chairman referring to credit boom before the financial crisis. No better words can sum up the general mood