Macro Forum Insights and Perspectives (Actis)

In this edition of Insights, we have focused on the world of money, with articles on the implementation of the world’s largest biometric identification project in India, the exciting and rapidly evolving world of electronic payments in the growth markets, and the importance of remittance payments by expatriate workers in supporting both the economies and also the currency stability of a number of emerging economies. We also bring a local view on recent changes in South African leadership, with Dave Cooke, one of our partners in Johannesburg capturing some of the optimism felt on the street as President Cyril Ramaphosa takes over the role from the widely discredited Jacob Zuma. READ MORE

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• South Africa Sees Fresh Start for Economy, With the Same Challenges (NYT)
• South Africa: The Economic Challenge (BBC)
• Jacob Zuma Wages War on South Africa’s Institutions (FT)
• Key Findings: Credit Suisse Emerging Markets Consumer Survey
• Will South Africa Repeat Zimbabwe’s Fatal Land Mistakes? (CapX)
• Emerging Market Companies & Governments Binge on US Dollar Debt (WSJ)
• “Fragile Five” Emerging Markets No Longer That “Fragile” (AP)
• China Still Leads the BRICs in the Global Competitiveness Report
• Three Keys to a New South Africa (Project Syndicate)
• Fundsmith Unveils an Investment Trust Targeting Emerging Market Consumers (FT)
• Iron Ore, Gold Rush Push South Africa’s Miners to 11-Year High (Bloomberg)
• Emerging Markets Election Timetable 2014 (Aberdeen)
• South Africa Stocks “Expensive Within Emerging Markets” (Moneyweb.co.za)
• New Fragile Five Facing a Forex Crisis: Argentina, Brazil, South Africa, Ukraine & Venezuela (Institutional Investor)