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

Big bang expected from SpaceX listing

Hello SpaceX. As the biggest IPO ever hits markets today: What is SpaceX? Thoughts, opportunities? Jimmy Moyaha weighs in. Bank of America's Haim Israel on the 2026 Fifa World Cup. It will be the largest ever, AI is everywhere but can it predict the winner? And, Simon's thoughts on gold,…
12 Jun 1AM 21 min

Spar has some easy fixes

Lonwabo Maqubela of Perpetua Investment Managers unpacks the horror Spar results, even as the stock firmed on results day. PayInc's Shergeran Naidoo on the PayInc Economic Index, which declined significantly in May. Plus, Dr Roelof Botha, on the latest Altron FinTech Household Resilience Index.
11 Jun 1AM 20 min