Sandy McGregor
Articles by Sandy McGregor
The collapse of the oil price and its consequences
The dramatic collapse of oil prices at the end of last year caught most market participants by surprise. For three and a half years, between February 2011 an...
What's wrong with the South African economy
After growing strongly for 10 years, since 2012 the South African economy has been stagnating, which prompts the question: What has gone wrong and how can th...
China's Malthusian challenge
Two years since the global financial crisis and commodity prices are back at the record levels of June 2008. This growth has been about five years quicker th...
Deflation
It seems the world may divide into two distinct camps: the mature economies gripped by deflation and stagnation, and the emerging markets, which continue to...
The triumph of the markets
It is the nature of markets to reward success and eliminate what is unsustainable. During the past year we have seen a dramatic manifestation of this process...
