NOW ep70: SA Inc: the contrarian investment view

--:--
From SA Inc, to green and gold. In the latest episode of No Ordinary Wednesday, discover the sectors that have piqued the interest of award-winning fund managers, Barry Shamley and Peter Vogel, and the factors driving their local and international investment decisions.

Podcast key moments:
00:00 – Introduction
01:20 - How are macroeconomic and geopolitical conditions affecting global equity funds?
02:24 – How are equity markets fairing in South Africa despite global headwinds?
03:57 – Are South African investors optimistic about local equity funds?
04:54 – How is rand volatility affecting equity markets?
06:13 – Equity markets to watch out for 2024
07:57 – Emerging markets equities vs developing markets equities?
09:05 – What are emerging markets equity funds investing in?
10:02 – How is South Africa performing against other emerging markets?
10:58 – Is SA Inc attractive to investors?
11:37 – Are there significant inflows in tech and AI in South Africa?
12:25 – What sectors in South Africa are attractive to investors?
14:14 – What sectors are growing in South Africa?
15:24 – Impact of investing in South Africa
17:20 – What will drive the investment outlook for the next 12 to 18 months?

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
2 Apr English South Africa Business · Investing

Other recent episodes

In conversation | Navigating uncertainty in Cape Town

In this episode, journalist Ferial Haffajee hosts a discussion with Cumesh Moodliar, Fumani Mthembi, Ravi Naidoo, Reyburn Hendricks, and Wrenelle Stander. They explore the challenges and opportunities facing Cape Town and South Africa as they navigate uncertainty and work toward sustainable economic growth. The conversation delves into various topics, including…
21 May 29 min

Macro Monday Ep28: When bad news is good news for markets

The rand has been a leading beneficiary of a weaker US dollar, as expectations of a rate cut this year grow. In this week's episode, Chief Investment Strategist Chris Holdsworth discusses discusses global inflation, mixed data coming out of China and why the rand has been strengthening as much as…
20 May 8 min

NOW ep73: Global elections – an investor perspective

With over 60 countries going to the polls in 2024, including South Africa, financial markets are keeping a close eye on developments worldwide. What does a historic year of global elections mean to investors? Investec Wealth & Investment Chief Investment Strategist Chris Holdsworth shares his insights on what election outcomes…
14 May 18 min

Macro Monday Ep27: Global growth is rebounding

In this week’s episode, Chief Investment Strategist Chris Holdsworth discusses latest PMI data and what it means for global growth, the FED decision and a surprising decline in a key leading indicator for the Chinese economy.
13 May 8 min

Reimagine Mental Health S2 ep6: Finding hope

In this episode we meet the man behind the title, Cumesh Moodliar, the CEO of Investec Bank. We delve into the importance of cultivating a positive mental outlook to effectively navigate the emotional impact of everyday life challenges. We also look at the role that corporates plays in fostering hope…
9 May 19 min