Investec Investec Focus Radio SA

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 Ep118: US economic data point to higher interest rates

Economic data in the US, such as jobs growth, have surprised to the upside of late, pointing to a resilient economy. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says this strength has unsettled markets, on rising expectations of rate hikes by the Fed.
8 Jun 9 min

Wine as an asset: what collectors look for

Marble's head sommelier, Wikus Human and Investec's Roy van Eck, discuss what to consider when graduating from casual wine purchaser to wine collector. Together with host Palesa Mapheelle, they explain how to identifying age-worthy vintages, and the risks and rewards of investing in wine to make a financial return. They…
4 Jun 27 min

NOW Ep 128 : The dragon’s new terms

China remains South Africa's largest trading partner, but the landscape of global trade is evolving. As compliance requirements tighten, supply chains face new pressures, and geopolitical tensions reshape trade flows, businesses must navigate an increasingly complex relationship with the world's second-largest economy. In this episode of No Ordinary Wednesday, Investec…
3 Jun 18 min

Macro Monday Ep117: Tech sector lifts emerging markets

While the tech sector has been a well-known driver of earnings and performance on Wall Street, it’s also been the major contributor to emerging markets as well. Chris Holdsworth, Chief Investment Strategist, at Investec Wealth & Investment International says that’s largely to the contributions of TSMC in Taiwan and Samsung…
1 Jun 11 min
All episodes