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

Investec Minds Ep 5 | Nick Holland on decisions that reshaped Gold Fields

Some of Nick Holland’s biggest decisions took years to prove their worth. The former Gold Fields CEO joins Investec’s Nkateko Mathonsi to discuss the unbundling that created Sibanye Gold, and his backing of the Chilean mine Salares Norte long before production began. He explains why safety meant stopping production, and…
10 Nov 43 min

Macro Monday Ep139: The three major effects of the US midterms

Democratic Party control of the US House of Representatives and Senate has had three broad market implications: data centre buildouts are unpopular with voters; Congress will likely limit military escalation in the Middle East (which could bring down energy prices); and slower artificial intelligence-linked investment could be good for US…
9 Nov 6 min

No Ordinary Wednesday | Has the AI boom got ahead of itself?

AI agents have entered the workplace, robots are edging closer to our homes and billions continue to flow into the infrastructure powering artificial intelligence. But as technology advances, are the returns keeping pace with expectations? In this episode of No Ordinary Wednesday, Investec Global Equity analysts David Smith and Zane…
3 Nov 31 min

Macro Monday Ep138: The beats go on for US equities

Global equities continue to advance, while US corporate earnings continue to beat expectations. Taking into account these ongoing beats, notes Global Chief Investment Officer Chris Holdsworth, the overall US market now trades at just under 20 times earnings, which is not excessive by historical standards.
2 Nov 8 min

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