Prinesha Naidoo

Chief Africa Correspondent, Bloomberg
@PrineshaNaidoo · tracked since Mar 2026
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EZA short +9.8%
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EZA ×1
Recent Calls
EZA short 3 months ago
Win Rate 100% Long 0 Short 1
Win Rate
7d 100%
30d 100%
90d 100%
Average Return +9.8% Long Return - Short Return +9.8%
Average Return
7d +4.4%
30d +8.3%
90d +7.8%
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EZA iShares ... iShares MSCI South ...
Short
Mar 04
$74.34
+9.8%
South Africa is a net importer of crude oil. Treasury officials admit it would take a "significant shock" to derail fiscal plans, but rising oil prices are now threatening that stability. Emerging Markets with high energy import needs suffer a "double whammy" in this environment: currency depreciation (inflation) and fiscal deterioration (current account deficit). The "turnaround" narrative for South Africa is negated by $80+ oil. Short/Avoid South Africa ETF (EZA). Gold prices (a major SA export) rising fast enough to offset the oil import bill.
South Africa is a net importer of crude oil. Treasury officials admit it would take a "significant shock" to derail fiscal plans, but rising oil prices are now threatening that stability. Emerging Markets with high energy import needs suffer a "double whammy" in this environment: currency depreciation (inflation) and fiscal deterioration (current account deficit). The "turnaround" narrative for South Africa is negated by $80+ oil. Short/Avoid South Africa ETF (EZA). Gold prices (a major SA export) rising fast enough to offset the oil import bill.
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