Taking stock of 2020 and lessons learnt as well as trends and opportunities I am watching in 2021!
Magic Markets – Episode 7
2021 Preview
Join us for an exciting and candid look at what worked for us in 2020, what went wrong and how we are looking at opportunities in 2021!
Market’s close to all time highs, commodities break upward, crypto’s on the march. But is it ‘All about the Dollar’? and what else am I watching this week?
All time highs. What’s driving the exuberance, what does seasonality suggest and how should we manage risk?
China’s rise has been unmistakable. The world is shaking, but your strategy to China will determine whether it is in fear or dancing the boogie.
Today we launch our inaugural podcast where we collaborate with The Finance Ghost to bring you :
‘Magic Markets’ – A weekly podcast (+- 20 min long) where we discuss macroeconomics, market trends covering both emerging and global markets.
What’s the ‘fair value’ of an emerging market currency – it’s the tracks on a rollercoaster ride.
What’s my strategy regarding the Rand right now and can you hang on for the ride?
The world is obsessed with the US Election but what does it really mean for markets and what are the bigger issues at play that we should focus on?
MTBPS 2020 Response – Does this ‘Cloud’ have a silver lining? What could the R10.5bn allocated to SAA have bought? And the ‘Yikes’ chart in the NT presentation.