Now ep77: A turnaround for SA Inc
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Investec’s Global Investment Strategy Group has increased South Africa’s risk score while maintaining a negative offshore stance. Join Chris Holdsworth, our Chief Investment Strategist, as he explains the rationale behind this positioning and shares his expectations of upside surprises in economic growth and earnings for SA Inc shares. Listen to the latest episode of Investec’s No Ordinary Wednesday podcast.
Podcast key moments
00:00 – Introduction
01:17 – What’s behind Investec’s current global risk-off position
02:18 - What has the market priced in for the U.S? What indicators are you watching?
03:43 – How would a US slowdown impact the global economy?
04:14 – Disappointing economic data out of China, how concerned are you?
05:15 - What are the implications for the rest of the world should Chinese growth slow dramatically?
05:53 – Are we approaching a peak valuation in the U.S?
06:33 – What is the impact on global equities?
07:36 – How are markets responding to South Africa’s new administration?
09:10 - Do you expect structural reforms in South Africa to gather pace?
09:58 – Business confidence is still depressed, are you expecting an improvement?
10:51 – Opportunities for investors in South Africa
12:56 – SA economic growth outlook
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.
Read more on www.investec.com/now
Podcast key moments
00:00 – Introduction
01:17 – What’s behind Investec’s current global risk-off position
02:18 - What has the market priced in for the U.S? What indicators are you watching?
03:43 – How would a US slowdown impact the global economy?
04:14 – Disappointing economic data out of China, how concerned are you?
05:15 - What are the implications for the rest of the world should Chinese growth slow dramatically?
05:53 – Are we approaching a peak valuation in the U.S?
06:33 – What is the impact on global equities?
07:36 – How are markets responding to South Africa’s new administration?
09:10 - Do you expect structural reforms in South Africa to gather pace?
09:58 – Business confidence is still depressed, are you expecting an improvement?
10:51 – Opportunities for investors in South Africa
12:56 – SA economic growth outlook
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.
Read more on www.investec.com/now
