Trump speech offers no clear end to Iran war, long-term economic fallout looms

Loading player...
Petri Redelinghuys from Herenya Capital unpacks the market reaction to Donald Trump’s overnight speech. Hayden Reinders from Prescient Fund Services looks at who is actually investing in hedge funds, while Saad Sheikh from Enko Capital tackles the debate over whether private capital really belongs in a single asset class.
2 Apr 1AM English South Africa Business News · Business

Other recent episodes

Altron earnings quality continues to improve

Alyssa Viljoen, MD of Merchant West Investments, unpacks Altron’s strong results as annuity income continues to grow, and Invicta’s tough trading update, which comes as little surprise given recent PMI data. Redefine CEO Andrew König discusses results showing 7% growth in both dividends and per-share distributions. And Michael Power, geoeconomic…
3 Nov 12AM 21 min

Clicks is cheap, but not yet a buy

Nick Kunze from Sanlam Private Wealth unpacks Dis-Chem's numbers and what they, alongside Clicks, reveal about the struggling South African consumer. Luigi Marinus from PPS Investments explains why elections matter, but shouldn't drive your investment strategy. And Herschel Jawitz, CEO of Jawitz Properties, looks at why local elections are crucial…
2 Nov 12AM 18 min