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

Markets are shrugging off war concerns

Kea Nonyana from PrimeXBT unpacks Woolworths’s latest results – is the fashion segment finally turning the corner? And after the recent war-driven market selloff, has he been buying the dip or staying on the sidelines? Cashbuild CEO Werner de Jager joins to discuss results that delivered margin expansion despite price…
5 Mar 12AM 19 min

Shoprite confident Sixty60 growth story is far from over

After a modest Monday, Tuesday delivered intense selling. Petri Redelinghuys from Herenya Capital Advisors joins us to unpack the volatility – and how he’s positioning portfolios in a market that’s quick to punish complacency. Shoprite CEO Pieter Engelbrecht on results that defied food deflation, while Sixty60 continues to boom. The…
4 Mar 12AM 20 min