China needs a robust global economy

--:--

Kea Nonyana from EA Capital follows up on a bullish China prediction made earlier this year and examines Renergen's $750 million debt raise to finance the second phase of the Virginia gas field. Marius Oberholzer from STANLIB discusses strategies for managing expectations of lower returns in both local and global markets. Simon shares his perspective on the potential end of load shedding as renewables boom.

9 Jun 2023 1AM English South Africa Business News · Business

Other recent episodes

[TOP STORY] What if we don't get a budget agreed?

‘If coalitions that agree have a tough time, you’re going to land up in an even messier circumstance if you just can’t get this [budget] over the line’– Professor Adrian Saville from Gibs.

2 Apr 3AM 6 min

Sars’s record collections

Faheema Adia of Momentum Securities unpacks Shaftesbury Capital’s confirmation of a 25% sale of Covent Garden estate at their valuation – could this be a prime real estate opportunity? Gibs's Professor Adrian Saville explores the budget vote stakes – what happens if it doesn’t pass, and is the real issue…

2 Apr 1AM 19 min

[TOP STORY] Corporate SA can assist SMMEs overcome barriers

It is ‘pivotal for us to support the smaller guys, the ones that are starting up, so that we can get them to that point where they actually can contribute to the economy effectively’: Maude Modise –Shoprite Group.

1 Apr 2AM 8 min

Could US markets fall another 10%?

Simon asks Petri Redelinghuys from Herenya Capital Advisors if he's bracing for impact ahead of ‘Liberation Day,’ while Shoprite Group’s Maude Modise sheds light on the state of South Africa’s SMME sector. Meanwhile, Nomi Bodlani from Allan Gray unpacks the sneaky trap of lifestyle creep – and how to avoid…

1 Apr 1AM 21 min

[TOP STORY] Wonder where two-pot withdrawals have gone?

‘What it does seem is that overwhelmingly [they] have been used to pay down debt’: Rob Southey from Momentum Corporate.

31 Mar 3AM 6 min

All episodes