Burkhard Varnholt

Burkhard Varnholt, a global markets strategist and author, dives into whether the iconic 'Santa Rally' is still a real possibility this year. He discusses the expanding bull market beyond major tech firms and projects that a surge in innovation could lead to widespread productivity gains reminiscent of the Roaring 20s. Burkhard emphasizes the potential of deep tech startups to boost profits for many companies, not just a select few. As a festive bonus, he recommends Zora Neale Hurston's classic novel for year-end reading.

This discussion features Burkhard Varnholt, a UBS commentator and author with deep insights into global markets and clean energy. Burkhard analyses the significant rise in renewables from 9% to 34% and the effects on fossil fuel demand. He highlights China's leadership role in clean energy and examines the implications of the U.S. absence from COP30. Key investment opportunities in clean energy indices and innovative solutions like space-based solar also take center stage, showcasing how investors can drive positive change.

Burkhard Varnholt, an expert on global and emerging markets reporting from South Africa, shares fascinating insights from Cape Town. He discusses the city's vibrant tourism boom, bustling airports, and the economic recovery fueled by foreign investment and demand for minerals. Burkhard highlights parallels with other emerging markets, particularly in Asia, showcasing the impact of commodity demand. Plus, he indulges listeners with travel tips and his favorite cycling route around the stunning Chapman’s Peak!