Скачать или смотреть Tariffs, Trump & Tough Calls: Corion Report Breakdown w/ David Bacher

South Africa’s markets are rising but for how long?

In this episode of State of the Nation Business, we sit down in studio for the first time with David Bacher from Corion Capital to unpack the July 2025 Corion Report, themed “Market Flicks” because truthfully, the global economy is starting to feel like a chaotic Hollywood movie.

We break down:
1. Why global markets keep hitting new highs despite chaos
2. Despicable Trump’s return, tariffs, and Fed battles
3. US debt at $35.2 trillion, is a crash coming?
4. South Africa's surprising market resilience
5. Tariffs, trade policy and citrus wars with the US
6. Bitcoin’s surge, Nvidia’s record-breaking rally
7. SA’s Top Guns: Sasol, Sibanye, BAT — who’s winning and losing?
8. Where to trim, where to invest next?

Plus, David shares what could hurt or help SA’s investment outlook, from inflation policy risks to the need for real service delivery reform.

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