Moneyweb Radio MoneywebNOW

Is the energy trade in trouble in the era of Trump?

Loading player...
Petri Redelinghuys of Herenya Capital Advisors unpacks the energy trade in the context of a slowing global GDP – and what a Trump comeback, with his pro-coal and pro-drilling stance, could mean for the sector. Balwin CEO Steve Brookes shares insights on the property market as the company secures R1 billion in funding from the IFC. Reza Hendrickse from PPS Investments explains how they’re positioning global portfolios amid shifting macroeconomic dynamics.
22 Apr 2025 1AM English South Africa Business News · Business

Other recent episodes

Tiger Brands defends big brand pricing

Alyssa Viljoen from Merchant West Investments unpacks the Tiger Brands results and assesses the investment prospects after a disappointing year. Kieran Witthuhn from Anchor discusses their two actively managed ETFs, explaining how AMETFs work and the potential benefits for investors. Eshmael Mpabanga of Intellect Design Arena explores how AI is…
2 Jun 1AM 20 min

Rates have only just started rising – retailers are already struggling

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem’s latest results – revenue growth, but little else to cheer – and Spar’s shock update that sent the share price to multi-year lows. Grant Webster from Ninety One discusses how emerging markets have become increasingly resilient to external shocks and why investors…
1 Jun 1AM 20 min
All episodes