NOW Ep108: The magnificent 10 | Striking gold in global markets
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The six resources stocks among South Africa’s “Magnificent 10” are shining on the back of gold and platinum strength, but can the rally withstand US inflation, China’s demand shifts and local logistics woes? Host Jeremy Maggs asks Osa Mazwai, investment strategist at Investec Wealth & Investment International and Campbell Parry, commodities and natural resources analyst at Investec Investment Management.
Podcast key moments
00:00 - Introduction
02:03 - South Africa’s fiscal position & Transnet challenges
04:16 - Performance of South African resource stocks
06:38 - US inflation & global spillovers
08:40 - Metals outlook: gold, copper & thermal coal
10:14 - Rate cuts & ripple effects on metals
11:31 - South Africa’s “magnificent 10”
13:18 - Treasury breathing space from precious metals
15:22 - Global investor perceptions of South Africa
16:48 - Global demand dynamics & tariff pressures
19:05 - Building fiscal resilience beyond commodities
20:46 - Commodities investment outlook
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.
Podcast key moments
00:00 - Introduction
02:03 - South Africa’s fiscal position & Transnet challenges
04:16 - Performance of South African resource stocks
06:38 - US inflation & global spillovers
08:40 - Metals outlook: gold, copper & thermal coal
10:14 - Rate cuts & ripple effects on metals
11:31 - South Africa’s “magnificent 10”
13:18 - Treasury breathing space from precious metals
15:22 - Global investor perceptions of South Africa
16:48 - Global demand dynamics & tariff pressures
19:05 - Building fiscal resilience beyond commodities
20:46 - Commodities investment outlook
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 & context
- 02:03 South Africa’s fiscal position & Transnet challenges
- 04:16 Performance of South African resource stocks
- 06:38 US inflation & global spillovers
- 08:40 Metals outlook: gold, copper & thermal coal
- 10:14 Rate cuts & ripple effects on metals
- 11:31 South Africa’s “magnificent 10”
- 13:18 Treasury breathing space from precious metals
- 15:22 Global investor perceptions of South Africa
- 16:48 Global demand dynamics & tariff pressures
- 19:05 Building fiscal resilience beyond commodities
- 20:46 Commodities investment outlook
