The power brief: Episode 1

--:--

In The power brief we tackle burning questions about loadshedding, Eskom, and energy supply in South Africa.

Join Head of Fixed Interest Research, Mauro Longano, and Fund Manager Azola Lowan as they look into the reasons for the sustained streak without loadshedding and ask what we can expect heading into winter.

28 May English South Africa Investing · Business

Other recent episodes

The AI gold rush

We discuss the proverbial “picks and shovels” companies in the AI ecosystem, like infrastructure and hardware providers, as well as key players and technological advancements driving AI forward.

14 Nov 17 min

The power brief: episode 2

We discuss the outlook for loadshedding for the next two years. With new capacity coming online, when can we expect loadshedding to end?

4 Jun 12 min

When economies falter: Episode 3

The series concludes with a case study on Brazil, a discussion on what sets South Africa apart from the countries discussed in this series and broad guidelines for investors on asset allocation in so-called “worst-case scenarios”.

11 Apr 13 min

When economies falter: Episode 2

In episode two, we ask if domestic equities will always preserve value in cases of severe countrywide decline and major macroeconomic instability.

3 Apr 16 min

When economies falter: Episode 1

Our first episode features the fascinating series of events that unfolded in Argentina, Lebanon and Venezuela respectively.

25 Mar 11 min

All episodes