Dear Friends,

As the nightmare of 2020 comes to an end, 2021 will be a restart. Not just to a new year but also a good time to reassess our portfolios. Here is my view on what I think will be the 4 key themes which will impact your investments in 2021. I have also presented my views on how asset performance across multiple asset classes.

Enjoy reading for the weekend. This report complements a detailed 70 pager published by KASB Research earlier this week. We will be delighted to talk to you to present our views over the next couple of weeks. Please let us know if you want to schedule a zoom conference call.

With love,

Ali Farid Khwaja, CFA
Chairman
KASB Securities

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