Macro Monday Ep58: China shakes up competition in AI

Loading player...

Competition is heating up in the world of artificial intelligence. Chris Holdsworth, Chief Investment Strategist at Investec Wealth & Investment International, looks at the implications of the launch of China's DeepSeek. The new Large Language Model (LLM) promises to be better or as good as OpenAI and other Western options while costing significantly less to develop and run.

27 Jan English South Africa Business · Investing

Other recent episodes

NOWep95: Global economy: Recession or recovery?

Recession risks, inflation pressures, and trade tensions - how is the global economy shaping up in 2025? Investec’s Chief Economists, Phil Shaw (UK) and Annabel Bishop (SA), take stock of the latest trends in No Ordinary Wednesday. From global growth forecasts to the economic outlook for Europe and South Africa,…

17 Mar 22 min

Macro Monday Ep65: US consumer confidence worsens as equities fall

In this episode Chris Holdsworth, Chief Investment Strategist, Investec Wealth & Investment International looks at US economic concerns which are rising, with stock markets indices and consumer confidence coming off. Labour market expectations are at their worst since 2008, which will likely to less spending. Locally, the Reserve Bank’s MPC…

17 Mar 9 min

Macro Monday Ep64: Stimulus on the cards for Europe and China

While tariff uncertainty continues to weigh on the US, fiscal stimulus is on the agenda in Europe, with plans to boost spending on infrastructure and defence, and in China, which is targeting growth of 5% and a budget deficit of 4% this year. Chris Holdsworth, Chief Investment Strategist, Investec Wealth…

10 Mar 7 min

Art in Focus Ep 5 | African art's international impact

In this fifth and final episode of Art in Focus, we hear from two locally based artists, Brett Seiler and Sanell Aggenbach, about how their careers started, how they broke into the international art market, and the influence African art is having on the global art scene. 00:00: Intro 01:25:…

6 Mar 25 min

NOW ep94: Is China Trump-proof?

Tariffs may not have as much of an impact on China which has rewired its supply chains to reduce its dependence on the US, says Campbell Parry, global resources analyst at Investec Wealth and Investment International. Speaking on the latest episode of No Ordinary Wednesday, Parry discusses prospects for the…

4 Mar 18 min

All episodes