Riding 2021's Themes In Offshore Investing
Finweek English|21 January 2021
Trader Petri explains his picks of the main trends he expects to see play out on the global markets in 2021.
Petri Redelinghuys
Riding 2021's Themes In Offshore Investing

2020 was one wild year. The pandemic, the lockdowns, the quick crash and recovery, the US election mess, our own local political mess … so much happened and so much took the world by complete surprise. 2021 should be much better, right? Well, six days into 2021 and the US Capitol was stormed by outgoing President Donald Trump’s supporters and the leader only seems to have asked them to “go home” because his advisers pressured him into making a statement. If that is any indication of what 2021 is going to be like, we are probably in for another wild ride. So, hold onto your hats, folks. The 2020s are here, and the world is going to change even more than it already has.

Each year we try to establish what the major market themes, or trends, will be in the year ahead. Last year we had a special shoutout to Tesla as our primary major theme was the continued rise of technology stocks. Although Tesla was our primary call last year, we never imagined that it would perform quite as well as it did. Technology also had a fantastic year as the global lockdowns drove global technological adoption at a faster pace than ever before in history. Online retail saw more growth in 2020 than it did in all the years leading up to it, combined. Truly mind-blowing stuff. The question now is, will that trend continue, or will another major theme emerge to drive markets in 2021?

Denne historien er fra 21 January 2021-utgaven av Finweek English.

Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.

Denne historien er fra 21 January 2021-utgaven av Finweek English.

Start din 7-dagers gratis prøveperiode på Magzter GOLD for å få tilgang til tusenvis av utvalgte premiumhistorier og 9000+ magasiner og aviser.

FLERE HISTORIER FRA FINWEEK ENGLISHSe alt
THE HEALTH OF SA'S MEDICAL SCHEMES
Finweek English

THE HEALTH OF SA'S MEDICAL SCHEMES

As the Covid-19 pandemic abates, finweek takes a look at the financial performance of some of the largest players.

time-read
7 mins  |
5 November 2021
The effect of Gilbertson's departure
Finweek English

The effect of Gilbertson's departure

With Ntsimbintle Holdings now the major shareholder of Jupiter Mines, it could change SA’s manganese industry.

time-read
3 mins  |
5 November 2021
Making money from music
Finweek English

Making money from music

Why investors are increasingly drawn to the music industry.

time-read
3 mins  |
5 November 2021
Conviction is key
Finweek English

Conviction is key

Sandy Rheeder plays a critical role in Mukuru’s mission to open up financial services to the emerging consumer market in Africa through tailor-made technology solutions and platforms.

time-read
5 mins  |
5 November 2021
The post-pandemic toolkit
Finweek English

The post-pandemic toolkit

How CFOs can use technology to support growth.

time-read
4 mins  |
5 November 2021
Big city living exodus
Finweek English

Big city living exodus

Mini cities like Waterfall City and Steyn City are redefining city-style apartment living.

time-read
3 mins  |
5 November 2021
Big compact, big value
Finweek English

Big compact, big value

Handsome, with a hefty level of standard specification, the roomy Haval Jolion compact crossover is a great value proposition.

time-read
3 mins  |
5 November 2021
On barriers to entry
Finweek English

On barriers to entry

There are various ways in which a company or sector can achieve competitive dominance. They usually make for good investments.

time-read
2 mins  |
5 November 2021
Fear and greed in one index
Finweek English

Fear and greed in one index

To buck the trend, when markets are hot or cold, is a tough thing to do. However, it can deliver solid returns.

time-read
3 mins  |
5 November 2021
Africa's largest data centre facility coming soon
Finweek English

Africa's largest data centre facility coming soon

Vantage Data Centers plans to invest over R15bn for its first African data centre facility in Attacq’s Waterfall City.

time-read
3 mins  |
5 November 2021