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 2025 12AM English South Africa Business News · Business

Other recent episodes

Why your portfolio needs software stocks right now

Petri Redelinghuys from Herenya Capital Advisors unpacks US software stocks after the selloff diven by vibe coding fears. Izak Odendaal from Old Mutual Wealth Investment looks at resilience as the Iran war becomes the fifth major global crisis in just six years. And, for Financial Literacy Month, Kashif Noor from…
21 Apr 1AM 20 min

Remembering when oil went negative

Nick Kunze from Sanlam Private Wealth unpacks the uncertainty around the Strait of Hormuz – is it disruption, resolution, or a slow grind toward stability? Henré Prinsloo of Momentum Corporate explains why your death benefits may not end up with your nominated beneficiary – and what you need to know…
20 Apr 1AM 20 min