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] Will JSE-listed ETPs top R300bn by year end?

ETFSA’s Mike Brown notes that after former heavy opposition ‘quite a few’ active managers have joined the exchange-changed product industry and others will be joining very shortly.

17 Oct 4AM 9 min

Strong PSG Financial Services results no surprise

Odwa Magwentshu from Momentum on RFG’s Premier offer, PSG Financial Services’s strong results, and gold’s historic nine-week winning streak. Mike Brown from ETFsa unpacks his Q3 Exchange Traded Product report. Simon weighs in on Nvidia, TSMC and ASML — do these tech giants have Buffett-style moats?

17 Oct 1AM 21 min

[TOP STORY] Do you need a side hustle to make ends meet?

Sarah Nicholson of JustMoney calls today’s bargain-hunting a ‘national sport’.

16 Oct 2AM 7 min

Luxury booms on LVMH results

Viv Govender from Rand Swiss on upbeat results from ASML and LVMH — with the latter lifting global luxury stocks. Sarah Nicholson from JustMoney unpacks insights from their Money and Me survey – how South Africans are earning, spending and saving. Naledzani Mosomane from Standard Bank Group on a thriving…

16 Oct 1AM 21 min

[TOP STORY] Moving beyond cash and bonds for growth

Ninety One’s Duane Cable on why the once ‘safe’ portfolio has turned risky – and where conservative investors can still find refuge as yields tighten.

15 Oct 3AM 6 min

All episodes