NOW ep65: Glimmers of hope from Davos
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AI, geopolitical risks, anaemic economic growth and climate change dominated talks at this year’s Davos meetings. Investec Bank SA CEO Richard Wainwright and Investec Group Finance Director Nishlan Samujh, who were at WEF in Switzerland, share their insights.
00:00 – Introduction
01:06 – Why have citizens lost trust in both political and business leaders?
03:12 – How does leadership, politically and in business, rebuild trust?
04:19 – How worried should we be about escalating geopolitics?
06:48 – What’s the 2024 outlook for interest rates and inflation?
07:45 – What’s the outlook on global growth?
09:45 – What was the sentiment in Davos around election in over 50 countries in 2024?
11:38 – Where do opportunities lie for investors in an environment of uncertainty?
13:08 – What is the future of AI?
15:20 – Is South Africa an investment destination?
17:13 – The African Continental Free Trade Agreement and the Private Sector Action Plan
20:23 – Key takeaways from the World Economic Forum meetings in Davos
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.
00:00 – Introduction
01:06 – Why have citizens lost trust in both political and business leaders?
03:12 – How does leadership, politically and in business, rebuild trust?
04:19 – How worried should we be about escalating geopolitics?
06:48 – What’s the 2024 outlook for interest rates and inflation?
07:45 – What’s the outlook on global growth?
09:45 – What was the sentiment in Davos around election in over 50 countries in 2024?
11:38 – Where do opportunities lie for investors in an environment of uncertainty?
13:08 – What is the future of AI?
15:20 – Is South Africa an investment destination?
17:13 – The African Continental Free Trade Agreement and the Private Sector Action Plan
20:23 – Key takeaways from the World Economic Forum meetings in Davos
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.
