Investec Investec Focus Radio SA

NOW Ep 109: SA’s logistics logjam | Bottlenecks, costs and cautious optimism

Loading player...
South Africa’s logistics system may be strained, but it is not without promise. In the latest episode of No Ordinary Wednesday, host Jeremy Maggs is in conversation with Vernon Sinden, Head of Logistics at Investec for Business about how innovation, private partnerships and smarter supply chains can unlock growth and boost competitiveness.
Chapters
  • 00:00 Introduction
  • 01:25 Current state of logistics
  • 02:39 Bottlenecks on the ground
  • 03:26 Impact of global supply chain shocks
  • 04:10 Hardest-hit industries: Mining, automotive and agriculture
  • 04:34 Broader economic costs
  • 05:13 Investor sentiment
  • 06:20 Business solutions emerging: Technology, partnerships and diversification
  • 07:44 Example of private intervention
  • 08:23 Progress and timelines
  • 09:11 Real-time digital tracking platform
  • 10:05 Lessons from other markets
  • 10:38 The path forward for South African logistics
16 Sep 2025 English South Africa Business · Investing

Other recent episodes

No Ordinary Wednesday: IMF 2026 | AI, debt and the global investment outlook

AI investment is supporting growth, but its wider benefits remain uneven. Where will global capital go next, and what will businesses pay to access it? In this special edition of No Ordinary Wednesday, Cumesh Moodliar, CEO of Investec South Africa, and Andrew Lillywhite, head of bank funding group at Investec…
19 Oct 26 min

Macro Monday Ep136: Tech sector weakens after US inflation report

The war in the Middle East continues to weigh on markets and the economy, with second round effects showing up in US inflation numbers, notes Investment Strategist at Investec Investment Management Osagyefo Mazwai. The tech sector was the biggest loser in the days following the US inflation print.
19 Oct 10 min

No Ordinary Wednesday: Inside Investec’s investment outlook

The global economy is proving resilient, and company earnings remain healthy. Even so, Investec’s Global Investment Strategy Group has maintained a risk score of zero, reflecting a measured approach to portfolio positioning. The findings are published in the quarterly Global Investment View. On No Ordinary Wednesday, Chris Holdsworth, Investec Investment…
13 Oct 17 min

Macro Monday Ep135: The two sides to the AI investment boom

The AI story has been great for investors so far, but it may be making the Fed feel uncomfortable. AI investment is helping to fuel growth and inflation, potentially forcing the Fed to maintain a tighter policy stance – even though, says Global Chief Investment Officer Chris Holdsworth, the sectors…
12 Oct 5 min

No Ordinary Wednesday | Mini-Budget 2026: More revenue, less borrowing?

Stronger revenue offers an opportunity to reduce borrowing. Will spending pressures limit the gains? Ahead of the 2026 Medium-Term Budget Policy Statement (MTBPS), Investec’s Annabel Bishop and Tertia Jacobs to examine the choices facing National Treasury. Higher precious metals prices offer the prospect of better-than-budgeted tax revenue. But weaker growth,…
11 Oct 26 min
All episodes