Corospondent - January 2023
Can we turn the tide?
The summer edition of Corospondent draws on the hope that accompanies the Chinese Year of the Water Rabbit, but only if we see some policy action. We offer in-depth views on the local and global economies, and what is likely to be in store for South African’s this year. We also take a look at attractive opportunities offered by SA Inc. and travel east to look at emerging market newbie, Saudi Arabia.
In this issue
"Investing for the long term requires patience and dedication, but the rewards are worth the wait." – Quote by generative artificial intelligence engine GPT-3
Add compounding to the tax you don’t pay.
“When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.” – John F. Kennedy
A valid question that deserves a thorough answer.
Hope must make way for action.
Moving away from being just another petrostate.
Past quarterly publications
Quarterly Publication
January 2023
Can we turn the tide?
The summer edition of Corospondent offers in-depth views on the polycrisis and inflation, and what is likely to be in store for SA this year. We also examine attractive opportunities offered by SA Inc. and travel eastwards to look at emerging market index newbie, Saudi Arabia.
Quarterly Publication
October 2022
South Africa unplugged
The spring edition of Corospondent has something for every reader, with expert views on share buybacks, Eskom, listed infrastructure, perfect foresight and global policy challenges.
Quarterly Publication
July 2022
The balancing act
In the winter edition of Corospondent, we take a deep dive into the impact of rising inflation and policy rates; we also discuss opportunities we have found for our clients’ portfolios.
Quarterly Publication
April 2022
Perspectives
In the latest edition of Corospondent, we examine impact of the invasion of Ukraine and escalating inflation on the global economy.
Quarterly Publication
January 2022
Money for nothing?
In the latest edition of Corospondent, we count the cost of quantitative easing and its imminent tapering.
Quarterly Publication
Quarterly Publication
Quarterly Publication
Quarterly Publication
April 2019
The power issue
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2019
Skittish times
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2018
A dog’s Brexit
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
April 2018
Land matters
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2018
Enough already!
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
July 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
April 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
January 2017
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
October 2016
Corospondent
A quarterly communication on the markets, economy and topical industry-related issues.
Quarterly Publication
July 2016
A quarterly communication on the markets, economy and topical industry-related issues.
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