Growth is back in Emerging Markets: Cycle or Structural Shift?

The series is a collection of dialogues with high-value speakers hosted by broadcast and financial journalist Alishia Seckam. Each topic addresses burning issues that are of interest for South African investors.

The Think Big series aims to empower you with factual evidence and manage expectations on various aspects of how the current situation could unfold. In this episode, Adriaan Pask and Johann Els discuss how the world’s growth engine has shifted decisively away from a narrow set of ageing, indebted developed economies towards younger, faster-growing emerging markets, creating opportunity for investors.