Investec Investec Focus Radio SA

Now ep77: A turnaround for SA Inc

Loading player...
Investec’s Global Investment Strategy Group has increased South Africa’s risk score while maintaining a negative offshore stance. Join Chris Holdsworth, our Chief Investment Strategist, as he explains the rationale behind this positioning and shares his expectations of upside surprises in economic growth and earnings for SA Inc shares. Listen to the latest episode of Investec’s No Ordinary Wednesday podcast.
Podcast key moments

00:00 – Introduction
01:17 – What’s behind Investec’s current global risk-off position
02:18 - What has the market priced in for the U.S? What indicators are you watching?
03:43 – How would a US slowdown impact the global economy?
04:14 – Disappointing economic data out of China, how concerned are you?
05:15 - What are the implications for the rest of the world should Chinese growth slow dramatically?
05:53 – Are we approaching a peak valuation in the U.S?
06:33 – What is the impact on global equities?
07:36 – How are markets responding to South Africa’s new administration?
09:10 - Do you expect structural reforms in South Africa to gather pace?
09:58 – Business confidence is still depressed, are you expecting an improvement?
10:51 – Opportunities for investors in South Africa
12:56 – SA economic growth outlook

Hosted by seasoned broadcaster, Jeremy Maggs, the No Ordinary Wednesday podcast unpacks the latest economic, business and political news in South Africa, with an all-star cast of investment and wealth managers, economists and financial planners from Investec. Listen in every second Wednesday for an in-depth look at what's moving markets, shaping the economy, and changing the game for your wallet and your business.

Read more on www.investec.com/now
10 Jul 2024 English South Africa Business · Investing

Other recent episodes

Everything Counts: Sports Edition | How Mpumelelo Mhlongo invested his first pay cheque

Most athletes train for medals. Few train for financial longevity. In this episode of Everything Counts: Sports Edition, Paralympic record holder Mpumelelo Mhlongo shares how he approached money with the same discipline he applies to sport − investing his first serious paycheque, supporting his family and building generational wealth that…
10 Mar 30 min

Macro Monday Ep107: What the surge in energy prices means for the world economy

As the conflict in the Gulf continues, energy prices have risen sharply. Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on global inflation and growth, as well as on President Donald Trump’s popularity ahead of the US midterm elections later this year.
9 Mar 9 min

What Next? | The meaning deficit

What Next? Leadership Conversations for a Better Future examines how leaders can build future-fit economies in a time of accelerating technological and societal change. In this episode we're joined by educator, leadership thinker and author, Sudhanshu Palsule, Gillian Secrett, Director of Leadership and Culture at CISL and community leader and…
6 Mar 32 min

NOW Ep122: A new cycle for private equity

Private equity is shifting gears. As rates turn and investor confidence improves, funds are deploying again, and South Africa is firmly back on the radar. But this isn’t a return to excess, it’s a shift toward smarter leverage, disciplined execution and sharper capital structuring. In the latest episode of No…
3 Mar 19 min

Macro Monday Ep106: What the Strait of Hormuz means for energy prices

What will be the impact of the hostilities in the Middle East on the world economy? Chris Holdsworth Chief Investment Strategist, at Investec Wealth & Investment International, examines the impact on oil prices, in particular, taking into account further disruption at the key Strait of Hormuz.
2 Mar 10 min
All episodes