The Editor's Desk - Thursday 20 November 2025

The Editor's Desk - Thursday 20 November 2025

Up next

BN Daybreak Tues 20 Jan - EU kicks back on Trump; Viljoen bullish for 2026; Sibanye up, Sasol down

In this edition of BizNews Daybreak, Alec Hogg unpacks the global and local stories moving the markets this morning: Diplomatic Friction: Tensions between the US and the EU escalate while South Africa's own relationship with Washington deteriorates over Iranian participation in n ...  Show more

BN Briefing: Trump's Greenland push; Iran on a knife edge; Shapiro & Heystek on SA's economy

In this episode, we unpack Donald Trump’s audacious move to acquire Greenland and the "madman theory" strategy behind it. We also look at the escalating tensions in Iran, where the regime faces a legitimacy crisis amidst mass protests and US military pressure. On the local front, ...  Show more

Recommended Episodes

E77:Courtney Powell on scaling 500 global, investing in MENA, motherhood and entrepreneurship
with Loulou

I sit down with Courtney Powell, Managing Partner and Chief Operating Officer of 500 Global to discuss her journey from entrepreneur to global venture capital leader. Courtney shares insights on expanding 500 Global into emerging markets like MENA, balancing motherhood with her c ...  Show more

Talking Heads – Emerging markets and US tariffs: opening gambit or torpedo?
Investment Insights

What do the latest import tariff announcements from the Trump administration mean for emerging economies and companies around the world? Here, with a first assessment, Zhikai Chen, Head of Global Emerging Markets, shares his views on the impact for Asian and emerging market (EM) ...  Show more

No more safe havens? Well, maybe...
Macro Mondays

Steno Research founder and CEO Andreas Steno Larsen is back with his co-host Mikkel Rosenvold, partner and head of geopolitics for Steno Research, to break down the volatile market environment, the impact of the incoming Trump tariffs, and why it's time to worry about Chi ...

  Show more

Top of the Morning: CEO Macro Briefing Book - 1Q25 update
UBS On-Air: Market Moves

Businesses have greeted the post-election environment with optimism, yet uncertainty remains as questions surround the timing and implementation of Trump 2.0 policies’ interplay with a seemingly more cautious Fed and slowing economy. Paul Hsiao, Asset Allocation Strategist Americ ...  Show more