THE YORK STREET KERBSIDE CHAT

Expecting the mkt to cautiously behave this week , leading up to the budget in less than two weeks.

A possible electricity supply disruption , and adjusting to the possible chaos in transportation and other logistical matters with the end of lockdown.

Expect the tile/cable sector to show remarkable results and dollarised companies that have performed up to date to continue the trend and expecting good dividends from RCL , VONE and many other companies to declare decent dividend announcements during the month.

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11000 points in the cards if the budget does not have any harsh surprises relative to the mkt …..

Also expect more positive results in the banking and finance sector with the continuation of moratoriums

Plantation sector may show surprising results especially on the palm related sector

Poultry also a possible good Manufacturing subsector depending on maize prices ….