Investec Investec Focus Radio SA

NOW Ep93: Can tech titans keep up the pace?

Loading player...
Big tech stocks have stabilised after the DeepSeek shock in January, but will they continue to dominate the market this year, or is the next disruption around the corner? Tinus Rautenbach, head of Investec’s new trading and investing platform, Clarity, shares his views on the latest episode of the No Ordinary Wednesday podcast.
Chapters
  • 00:00 Introduction
  • 01:03 The overall sentiment for tech stocks in 2025
  • 02:14 The impact of President Trump's policies on Big Tech
  • 03:30 Elon Musk's $97.4 billion bid for OpenAI
  • 05:40 The launch of Chinese AI firm DeepSeek
  • 08:45 The sustainability of the AI revolution
  • 10:56 The influence of monetary policy on tech valuations
  • 12:40 The ongoing semiconductor shortage
  • 14:08 US-China tensions and their effect on the global tech industry
  • 15:21 The shift from growth at all costs to profitability
  • 18:29 Key takeaway for investors watching the tech space
18 Feb 2025 English South Africa Business · Investing

Other recent episodes

No Ordinary Wednesday | The economics of tourism in SA

South Africa’s growth challenge is shifting from reform to delivery. Tourism is part of that test. International arrivals rose 12.3% in the first half of 2026. And phase III of the government-business Partnership now puts the sector firmly on the growth agenda, with a focus on air access, visas, safety…
25 Aug 12 min

Everything Counts | Episode 54: Protecting property wealth

Property is often seen as one of the more reliable ways to build long-term wealth. It’s tangible, familiar and, for many South Africans, an important part of their financial plan. But investing in property comes with risks that can be easy to overlook, from hidden costs and changing rental yields…
25 Aug 28 min

Macro Monday Ep128: US bond market intervention fails to bring down yields

Moves by the US Treasury to intervene in the bond market failed to bring down yields meaningfully, and the continuing worsening of the US’s fiscal position may explain why. According to Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, the US’s debt-to-GDP ratio is above 100% and seems set…
24 Aug 4 min

Macro Monday Ep127: The Fed’s difficult position

The US Federal Reserve finds itself in a difficult position. The US economy has been shedding jobs, and wage growth is soft. At the same time, says Chris Holdsworth, Global Chief Investment Officer, Investec Investment Management, government debt continues to grind higher while inflation remains elevated, mainly the result of…
17 Aug 7 min

Investec Minds Ep 3: Sipho Maseko on the hard decisions that define leaders

What does leadership look like after the CEO title falls away? In this episode of Investec Minds, former Telkom Group CEO Sipho Maseko joins Investec's Nkateko Mathonsi and Louise Pillay to reflect on leadership, business transformation and South Africa's future. Drawing on his experience at Telkom, Vodacom and BP Southern…
13 Aug 33 min
All episodes