Monthly Archives: October 2020

The 2020 Joburg Indaba (online) 7 & 8 October

As a result of the Covid-19 pandemic, this year’s Joburg Indaba event will be held online. No travel required! Download 2020 Joburg Indaba Brochure

On day 2 of the conference at 10.05, Dr Fiona Perrott-Humphrey will be in conversation with African Resources Legend Sir Mick Davis.

At 12.30pm Fiona will also be chairing Session 2: International Investors’ perspectives in the new economy with George Cheveley, Portfolio Manager, Ninety One (London), Charl P. de M. Malan, Senior Metals & Mining Analyst, VanEck (New York) and Douglas Upton, Investment Analyst & Partner, Capital Global (London)

The session will explore:

  • A dramatically increased dispersion in equity markets was an early outcome of the pandemic:  is this set to continue?
  • Which could be the winners and losers amongst the commodities?  Will gold continue its run?
  • What are the hopes for, and risks to, a China-led demand recovery for commodities? 
  • Is the focus by politicians on a “green recovery” realistic, and is the debate on battery metals vs PGMs heating up? 
  • Has the perception of the mining sector shifted during the pandemic, given its relatively resilient performance to date? 
  • What has been the reality of ESG on the ground in this crisis?
  • What are the emerging risks and potential rewards for mining companies in a time of diminished and dislocated globalisation trends?