Nick Kunze from Sanlam on the wildest market events of 2020 and what’s in store for 2021. Viv Govender of Rand Swiss on Tesla and global geopolitics under the pandemic, as China pulls ahead and Europe continues to lag.
Chantal Marx of FNB on the year that was, as many listed companies saw revenue drop to zero during the hard lockdown. Henry Biddlecombe from Anchor Capital discusses how 2020 was an excellent year for tech stocks, as the Nasdaq recorded one of its best years yet.
A look at markets with FNB's Wayne McCurrie as a crazy year draws to a close. Jan Meintjes of Denker Capital talks banks in 2021, when will the dividends return? Sanlam's Greg Katzenellenbogen on Anglo American vs BHP as a diverse commodity investment for 2021.
Petri Redelinghuys of Herenya Capital on markets looking bullish. Absa's Justin Schmidt on the unexpected uptick in manufacturing demand in Q4. Just Share's Tracey Davies looks at the success of virtual AGMs and whether banks are really dropping coal.