Classic Business

Greig Jansen, founder and CEO of PURA Soda

Johan Botes, partner and head of the Employment & Compensation Practice, Baker McKenzie

Makwe Masilela, CIO of Makwe Fund Managers & Imitiaz Suliman, portfolio manager at Sentio Capital

Authors Bruce Cameron, Financial Planning Institute’s Wouter Fourie

It’s that time of year where Michael Avery hosts his Christmas stocking pickers for the Christmas stocking share shootout edition, where he has a bit of festive fun and highlights a few counters worth adding to your portfolio with all the usual caveats that a few stocks or etfs does not a diversified portfolio make. “The vaccines have cemented the view that even if we’re still in a tunnel, there is light at the end of it. The froth in sentiment had been concentrated in day traders, but since the Pfizer news we have seen that frothiness has moved out into pretty much every measure of sentiment.” We’re in the everything rally, pass the egg nog, what could go wrong? Kokkie Kooyman, Portfolio manager at Denker Capital, Humaira Surve, Analyst within the global developed markets investment unit of Coronation & Greg Katzenellenbogen, Portfolio Manager at Sanlam Private Wealth, share nine of the best.

US president elect Joe Biden has signalled a shift in speed at the global level of the green economic transition. At a local level Cabinet has approved a goal to reduce greenhouse gas emissions to net zero by 2050, but it still plans to burn coal on this date.The government called the low emission development strategy (LEDS) “the beginning of our journey towards ultimately reaching a net zero economy by 2050”. The strategy is a response to the Paris Agreement’s call for countries to set out long-term climate strategies. It draws together existing policies, planning and research across economic sectors. Among these is the Integrated Resource Plan (IRP), which is how South Africa plans its electricity supply.

The 2019 version of the IRP outlines a transition from polluting coal generation to renewable sources like solar and wind. But 5,000 MW of coal power capacity is forecast to still be operating in 2050.To talk about how this is translating at local government level Michel Avery speaks to Kadri Nassiep, executive director of energy at the City of Cape Town.

Catherine Townshend, of RMB’s Growth Capital Solutions

Johan Botes, partner & head of Employment and Compensation @ Baker McKenzie

Jeremy Sampson, MD of Brand Finance Africa

Prof Adrian Puren, head of the Centre for HIV and STIs at NICD