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Thirteen years of investing in Global Emerging Markets - November 2021 - Coronation Insights
Portfolio managers Gavin Joubert and Suhail Suleman talk about their journey with the Global Emerging Markets Equity Strategy over the last 13 years.
Cautious Medium-Term Budget sends consistent message of fiscal consolidation - November 2021 - Marie Antelme
Finance minister strikes balance between revenue windfalls and demands for expenditure.
Prosus' untapped potential - October 2021 - Marc Talpert
It’s not just about Tencent, games and China.
No antidote for the uncertainty - October 2021 - Marie Antelme
“We demand rigidly defined areas of doubt and uncertainty!” – Douglas Adams, The Hitchhiker’s Guide to the Galaxy
Rigour and nimbleness needed when positioning through a crisis - October 2021 - Nishan Maharaj
Continuous interrogation of investment thesis key to long-term success.
South Africa: The politics of economic reform - August 2021 - Marie Antelme
Why growth has failed and the new Cabinet’s role in getting us back on track.
China - Unpacking the recent regulatory interventions - August 2021 - Suhail Suleman
Understanding the risks and return opportunities remains crucial.
ESG: No easy solutions - August 2021 - Neville Chester
But open minds and ability to shift positions are key
Mobile World: Vietnam’s modern wet market - July 2021 - Gregory Longe
Global Frontier Markets
Gold: Cheap insurance at a time of heightened risk - July 2021 - Nicholas Hops
The yellow metal regains its appeal
US health insurers finding value in complexity - July 2021 - Steven Barber
Finding value in complexity
Half-year stocktake - shifting growth dynamics and inflation uncertainty - July 2021 - Marie Antelme
Global economic comment