let's bring in johan jooste. johan, good to have you with us.ut how global stocks are up 40% from march lows. where do we go from here? where will they be in six months? look into the crystal ball for us. johan: that's a curveball. i think we are going to struggle to reach the levels we had before the whole thing kicked off. we've probably made back all of the losses. if you think back to what valuations were looking like -- you spoke about the gdp downgrades. they are getting a little bit more downgraded. you are starting to make a case for continued rally. the only thing that would be supportive, and it has been enormously supportive so far, is the amount of liquidity and intervention from the policy side. that has been the saving grace. wave or aave a second continued surge in the first wave of infection, you have the maybemakers step up, then the market keeps moving. failing that, i would say there's a period of consolidation ahead of us. haslinda: when you take a look at the chinese stocks, they are going gangbusters today, up almost 4%. th