Macro Monday Ep 76: Markets keep an eye on Iran

--:--

Following the weekend’s air strikes by the US on Iran’s nuclear facilities, markets are keeping an eye on Iran’s response, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth. In particular, any attempts to shut the Strait of Hormuz will have an impact on markets, with 20% of global oil and LNG passing through the strait.

23 Jun English South Africa Business · Investing

Other recent episodes

NOW Ep104: How South Africa can shift gears for growth

South Africa has spent more than a decade in economic drift – growing slower than its emerging market peers, losing investor confidence, and missing out on vital tax revenue. So, how do we get back on track? In this episode of No Ordinary Wednesday, Jeremy Maggs is joined by Cumesh…

8 Jul 24 min

Macro Monday Ep 78: The return of Liberation Day?

Wednesday is the day when US President Donald Trump’s Liberation Day tariffs are set to come into effect. There’s still some uncertainty about what will happen, says Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth and even a further postponement of the tariffs is a possibility.

7 Jul 7 min

Wine in Focus Ep 4 | The changing face of the wine industry

In this fourth episode, we spotlight two women winemakers whose award winning wines and youthful leadership style are transforming the traditionally male-dominated industry. Praisy Dlamini, CEO and winemaker at Adama Wines and Kiara Scott, head wine maker at Hazendal Wine Estate are not just making exceptional wines—they’re laying the groundwork…

30 Jun 29 min

Everything Counts | Ep 25: Building a wealth mindset

Everything Counts is a bi-weekly podcast series that dives into money and financial wellness, hosted by 702’s Motheo Khoaripe. Each episode unpacks practical aspects of personal finance-how to save, spend, invest, and make smart decisions to boost your financial well-being. In this episode, Motheo sits down with Itumeleng Merafe, head…

1 Jul 31 min

Macro Monday Ep 77: What a weaker dollar means

The US dollar has weakened against most global currencies, but remains strong against most, on a purchasing power parity basis. Chief Investment Strategist of Investec Wealth & Investment International Chris Holdsworth argues that should the dollar weaken further, it could be good for emerging market equities and for commodities.

30 Jun 8 min

All episodes