What Effects Would the Loss of AGOA Have on South Africa?

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Independent analyst Carmen Mpelwane shares insights regarding the Santam update, pointing out the significant difference between the expected growth in EPS and Heps. Harry Scherzer, CEO of Future Forex, discusses potential risks if South Africa were to lose its Agoa status. Philip Short of Flagship Asset Management elaborates on how DeepSeek’s energy efficiency is unexpectedly boosting the outlook for AI energy companies.

Guests featured in today’s episode:
Carmen Mpelwane: Independent analyst
Harry Scherzer: Future Forex
Philip Short: Flagship Asset Management

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