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 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

No Ordinary Wednesday | Mini-Budget 2026: More revenue, less borrowing?

Stronger revenue offers an opportunity to reduce borrowing. Will spending pressures limit the gains? Ahead of the 2026 Medium-Term Budget Policy Statement (MTBPS), Investec’s Annabel Bishop and Tertia Jacobs to examine the choices facing National Treasury. Higher precious metals prices offer the prospect of better-than-budgeted tax revenue. But weaker growth,…
11 Oct 26 min

Macro Monday Ep134: Fixed income investors are having a tough time

There’s been an almost universal rise in bond yields around the world over the past few months. According to Global Chief Investment Officer Chris Holdsworth, developed markets have seen the biggest rises, with France one of the hardest hit, as it grapples with a worsening fiscal situation.
5 Oct 9 min

Macro Monday ep 133 | US growth is running hot

The US economy is running hot, with the latest indicators pointing to 5% GDP growth, ahead of market forecasts for third-quarter growth of 2.8%. This comes despite high oil prices and rising inflation and has implications for the US dollar and the prospects of the US being able to grow…
28 Sep 8 min

No Ordinary Wednesday | South Africa’s race to get connected

South Africa’s digital infrastructure is expanding rapidly, from data centres and fibre networks to satellites. But can the country provide the power, capital and regulatory certainty needed to turn digital investment into lasting growth? On No Ordinary Wednesday, Jeremy Maggs speaks to Investec CIB’s Louise Pillay, a telecoms and media…
23 Sep 19 min