NOW Ep89: Davos Debrief part 1: Showcasing South Africa's investment potential

Loading player...
Join us for the first episode of a special three-part series recorded during the World Economic Forum Annual Meetings in Davos-Klosters, Switzerland (20-24 January). In this episode, Investec CEO Cumesh Moodliar engages in a thought-provoking conversation with host Jeremy Maggs, exploring his hopes and expectations for the event. Discover the key topics that will capture the attention of global business leaders as they gather to discuss the pressing challenges and opportunities facing our world today.

Podcast key moments:

00:00 Introduction
01:30 The impact of Trump's presidency on the global economy
02:30 Predictions for economic growth in South Africa in 2025
04:37 Is South Africa on the right path for growth?
07:56 Global cooperation on the decline
10:32 AGOA and the impact of South Africa's geopolitical positioning
12:13 What will the South African delegation's message be at Davos?
13:04 The investment case for South Africa
14:26 What do investors want to see in South Africa?
15:16 WEF speakers Cumesh is most looking forward to listening to in Davos
16:30 Outro
Read more on www.investec.com/now

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.
Chapters
  • 00:00 Introduction
  • 01:30 The impact of Trump's presidency on the global economy
  • 02:30 Predictions for economic growth in South Africa in 2025
  • 04:37 Is South Africa on the right path for growth?
  • 07:56 Global cooperation on the decline
  • 10:32 AGOA and the impact of South Africa's geopolitical positioning
  • 12:13 What will the South African delegation's message be at Davos?
  • 13:04 The investment case for South Africa
  • 14:26 What do investors want to see in South Africa?
  • 15:16 President Trump and President Ramaphosa’s WEF speeches
  • 16:30 Outro
19 Jan 2025 English South Africa Business · Investing

Other recent episodes

Macro Monday Ep137: Mortgage market an orange light for the US economy

The US economy continues to grow, thanks to ongoing investment into AI, and despite federal government indebtedness and higher inflation because of rising fuel prices. One area where the strain is showing though, says Global Chief Investment Officer Chris Holdsworth, is in the housing market, where mortgage rates are climbing…
26 Oct 8 min

No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook

AI investment is supporting growth, but its wider benefits remain uneven. Where will global capital go next, and what will businesses pay to access it? In this special edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Andrew Lillywhite, head of bank funding group at Investec…
19 Oct 26 min

Macro Monday Ep136: Tech sector weakens after US inflation report

The war in the Middle East continues to weigh on markets and the economy, with second round effects showing up in US inflation numbers, notes Investment Strategist at Investec Investment Management Osagyefo Mazwai. The tech sector was the biggest loser in the days following the US inflation print.
19 Oct 10 min

No Ordinary Wednesday: Inside Investec’s investment outlook

The global economy is proving resilient, and company earnings remain healthy. Even so, Investec’s Global Investment Strategy Group has maintained a risk score of zero, reflecting a measured approach to portfolio positioning. The findings are published in the quarterly Global Investment View. On No Ordinary Wednesday, Chris Holdsworth, Investec Investment…
13 Oct 17 min

Macro Monday Ep135: The two sides to the AI investment boom

The AI story has been great for investors so far, but it may be making the Fed feel uncomfortable. AI investment is helping to fuel growth and inflation, potentially forcing the Fed to maintain a tighter policy stance – even though, says Global Chief Investment Officer Chris Holdsworth, the sectors…
12 Oct 5 min