Moneyweb Radio MoneywebNOW

[TOP STORY] DeepSeek a boon for AI energy companies

Loading player...
‘I think a good place to invest for AI or AI-themed would be the infrastructure plays, as there'll be larger data centres and greater energy providers for AI’: Philip Short – Flagship Asset Management.
12 Feb 1AM English South Africa Business News · Business

Other recent episodes

Japanese market reforms boost stock profits

Lonwabo Maqubela from Perpetua Investment Managers shares key insights from his recent trip to Japan. Philip Short from Flagship Asset Management explores the impact of tariffs on global markets. Meanwhile, Hannah de Nobrega from Prescient Investment Management looks ahead to the upcoming MPC meeting – will it be a hold…
20 Mar 12AM 21 min

[TOP STORY] Is ESG dead?

Mila Vicquery from Energy Partners addresses the impact of Trump’s withdrawal of the US from the Paris Agreement on ESG and the Just Energy Transition.
19 Mar 2AM 7 min

Market giving Super Group cold shoulder despite great prospects

Chantal Marx from FNB Wealth & Investments discusses the strong results from Old Mutual and the challenging performance of Super Group. Mila Vicquery from Energy Partners addresses the impact of Trump’s withdrawal of the US from the Paris Agreement on ESG and the just energy transition. Is ESG losing its…
19 Mar 1AM 20 min
All episodes