Global (excl USA) - Institutional
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Eskom
We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?
We explore the reasons for the sustained streak without loadshedding and discuss what we can expect heading into winter.
The same, but on steroids.
“When written in Chinese, the word ‘crisis’ is composed of two characters. One represents danger and the other represents opportunity.” – John F. Kennedy
Coronation’s evaluation of the energy plan concludes that loadshedding can reduce dramatically within four years.
Passing breeze or real winds of change?
South African government bonds remain attractive despite global shocks
Restoring confidence is key to growth recovery
Restoring confidence is key to growth recovery
The economic cost of rent seeking
In the cold light of day
Feeling in the dark? Shining a light on uncertainty
Highlights from ‘Talking Investments with Coronation’
“The trouble is, you think you have time.” – Gautama Buddha
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