Nahashon Mungai | Mansa-X Performance 2020 & Market Outlook 2021

Nahashon Mungai, Executive Director for Global Markets at Standard Investment Bank discusses Mansa-X performance in 2020, the factors that contributed to this growth and the fund's outlook for 2021.
To invest in #MansaX visit: sib.co.ke/mansa-x

[@wwaweru]

As an investor in this vehicle, this is a very insightful update. However, I noticed that you mentioned govt stimulus injection quite a number of times. My question; is this fundamentally sustainable? Also, it's no secret that Democratic and GOP spending strategies differ quite alot. Is this likely to impact your 2021 high yield stocks strategy?

[@investwithSIB]

Hi Waweru , We mention the stimulus a lot due to the disruptive nature of cheap liquidity in financial markets. Biden has actually maintained the same momentum of stimulus adding some USD 1.8 T this year alone. Based on this we may have a robust market for another stretch of say 2 years. However, we are exercising caution and increasing value stocks while reducing the growth stocks we own. We are particularly buying high dividend yield stocks. They tend to fall much slower if a market correction does happen. ~ Nahashon Mungai.

[@gidraphkahacho2499]

Safaricom Ipo

[@elijahkimemia1443]

Not refunded