Investec Investec Focus Radio SA

What does the Year of the Ox hold in store for South Africa?

Loading player...
Following one of most economically destructive years on record, 2021, a year the Chinese have dubbed “the Year of the Ox” promises reward for those who are willing to work hard to turn around their fortunes… but will the economy play ball? In this Investec Focus Radio podcast, we talk to the deputy governor of the South African Reserve Bank, Fundi Tshazibana, and four domain experts from Investec for their take on the country’s growth prospects and the factors likely to shape South Africa’s economic recovery in 2021.
10 Dec 2020 English South Africa Business · Investing

Other recent episodes

No Ordinary Wednesday Ep 132: Investing in AI's next chapter

Artificial intelligence is moving faster than almost anyone expected. After attending two of the world's biggest technology conferences in Boston and San Francisco, Investec global equity analysts David Smith and Zane Bezuidenhout unpack what they learned from the executives shaping AI's future. From surging demand and infrastructure bottlenecks to agentic…
28 Jul 16 min

Everything Counts | Episode 52: Has saving lost its meaning?

We've all heard the advice. Save more. Spend less. Start earlier. In this episode of Everything Counts, Motheo Khoaripe is joined by Investec's Nirvashni Rajkumar (KZN team leader for the Investec financial planning team) and Dorothy Asomaning (Investec Wealth & Investment Wealth Manager) to explore why saving is about much…
28 Jul 27 min

Macro Monday Ep125: Excellent earnings season so far

Although US earnings for the second quarter have mostly beaten expectations, markets appear to have wanted more. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, says even companies such as Alphabet that have beaten forecasts have seen declines in their prices after results.
27 Jul 7 min

Macro Monday Ep124: AI capex and competition concerns weigh on stock markets

Increased competition among LLMs and uncertainty about the return on investment on AI capex are all weighing on the market performance on momentum stocks, such as semiconductor firms. Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, looks at some of the dynamics in global stock markets.
20 Jul 8 min

NOW Ep 131: South Africa’s consumer crunch

Are South African consumers past the worst of the fuel shock? Household budgets have been hit by higher fuel prices, rising inflation and pressure on real wages. But fuel prices are starting to fall. The risk is timing. Will relief arrive before households are forced to cut back further? Host…
14 Jul 24 min
All episodes