Hlelo Giyose

Chief Investment Officer and Principal at First Avenue Investment Management. Analyzes economic trends, investment strategies, and geopolitical risks.

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Jul 17, 2025 • 1h 17min

Treasury & SARB’s global agenda; Trump, Apple & SA: A shared trade thread

In an engaging discussion, Rashad Cassim, Deputy Governor at the South African Reserve Bank, brings insights on the G20 meetings focusing on global financial stability. Jan Vermeulen highlights the rising importance of data centers in South Africa's tech landscape. Hlelo Giyose analyzes economic trends, including the impact of Trump's negotiation tactics and Apple's geopolitical challenges, while Gary Booysen discusses trade dynamics and investment strategies. Bulalani Balabala emphasizes the crucial role of empowering small businesses in the economy.

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