Corospondent - April 2021
Tailwinds and headwinds

Can markets continue to rise above prevailing headwinds?

“In the past, censorship worked by blocking the flow of information. In the twenty-first century, censorship works by flooding people with irrelevant information. In ancient times having power meant having access to data. Today having power means knowing what to ignore.” – Yuval Noah Harari

– an excerpt from the Coronation 2020 Stewardship Report

Inflation – it’s time to pay attention

Promising long-term growth seen in emerging equity markets

“The storm only comes to teach you how to skillfully sail your ship.” – Matshona Dhliwayo, author and philosopher

But SAGBs are still an attractive investment

New accounting standard adds complexity, but also presents a competitive advantage

“Your perception may not be my reality.” – Aporva Kala, author and philosopher

Confidence in recovery gains momentum

Past quarterly publications