May 8, 2018China
China's current account surplus is almost certainly about $100 billion larger than officially reported, and the falling current account surplus masks a persistent manufacturing surplus.
February 28, 2018South Africa
President Cyril Ramaphosa’s new cabinet is a significant improvement over his predecessor's and will reassure domestic and international investors.
February 9, 2018United States
I sat down with the FT's Matt Klein for an Alphachat podcast on the international provisions in the December tax reform.
December 21, 2017South Africa
The African National Congress' National Executive Committee leadership appears to be split down the middle, with the Top Six equally divided between the the Ramaphosa and the Zuma/Dlamini-Zuma factions.