What will losing Agoa mean for SA?

Loading player...

Independent analyst Carmen Mpelwane breaks down the Santam update and the significant gap between expected EPS and Heps growth. Harry Scherzer, CEO of Future Forex, discusses the potential risks of South Africa losing its Agoa status. Philip Short from Flagship Asset Management explores how DeepSeek’s energy efficiency is unexpectedly boosting the outlook for AI energy companies.

12 Feb 12AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] Eeny, meeny, miny, moe: The ‘paradox of choice’ in investing

‘For a novice investor it could be quite overwhelming and then you'd end up finding yourself in a situation when you don't save or invest’: Daniel dos Passos from FNB ETFs.

24 Mar 3AM 6 min

Rates to stay higher … for longer …

Jimmy Moyaha unpacks Momentum's strong results, while FNB ETF's Daniel Dos Passos explores the paradox of choice in investment decisions. Niveshen Govender, CEO of the South African Wind Energy Association, discusses financing for renewable energy.

24 Mar 1AM 21 min

[TOP STORY] The impact of tariffs on global markets

The ‘effect of Elon Musk seems to be taking hold,’ posits Philip Short from Flagship Asset Management.

20 Mar 3AM 6 min

Japanese market reforms boost stock profits

Lonwabo Maqubela from Perpetua Investment Managers shares key insights from his recent trip to Japan. Philip Short from Flagship Asset Management explores the impact of tariffs on global markets. Meanwhile, Hannah de Nobrega from Prescient Investment Management looks ahead to the upcoming MPC meeting – will it be a hold…

20 Mar 12AM 21 min

[TOP STORY] Is ESG dead?

Mila Vicquery from Energy Partners addresses the impact of Trump’s withdrawal of the US from the Paris Agreement on ESG and the Just Energy Transition.

19 Mar 2AM 7 min

All episodes